Pin Oak Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pin Oak Investment Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59K	Hold	615	–	–	0.04%	199
2026 Q1	$56K	Hold	615	–	–	0.04%	198
2025 Q4	$59K	Hold	615	–	–	0.04%	198
2025 Q3	$53.7K	Hold	615	–	–	0.04%	200
2025 Q2	$46K	Hold	615	–	–	0.04%	197
2025 Q1	$47K	Hold	615	–	–	0.04%	193
2024 Q4	$48K	Hold	615	–	–	0.04%	184
2024 Q3	$48K	Hold	615	–	–	0.04%	184
2024 Q2	$45K	Hold	615	–	–	0.04%	181
2024 Q1	$46K	Hold	615	–	–	0.04%	173
2023 Q4	$43K	Hold	615	–	–	0.04%	176
2023 Q3	$40K	Hold	615	–	–	0.05%	174
2023 Q2	$42K	Hold	615	–	–	0.05%	180
2023 Q1	$41K	Hold	615	–	–	0.05%	167
2022 Q4	$38K	Hold	615	–	–	0.05%	161
2022 Q3	$32K	Hold	615	–	–	0.04%	166
2022 Q2	$36K	Hold	615	–	–	0.04%	165
2022 Q1	$43K	Hold	615	–	–	0.05%	167
2021 Q4	$46K	Hold	615	–	–	0.05%	175
2021 Q3	$46K	Hold	615	–	–	0.05%	168
2021 Q2	$46K	Hold	615	–	–	0.05%	163
2021 Q1	$44K	Hold	615	–	–	0.04%	177
2020 Q4	$42K	Hold	615	–	–	0.03%	198
2020 Q3	$37K	Hold	615	–	–	0.04%	186
2020 Q2	$35K	Hold	615	–	–	0.03%	185
2020 Q1	$31K	Hold	615	–	–	0.03%	190
2019 Q4	$40K	Hold	615	–	–	0.03%	192
2019 Q3	$38K	Hold	615	–	–	0.03%	204
2019 Q2	$38K	Hold	615	–	–	0.03%	211
2019 Q1	$37K	Sell	615 -172	-22%	-$10.2K	0.03%	201
2018 Q4	$43K	Hold	787	–	–	0.04%	183
2018 Q3	$50K	Hold	787	–	–	0.04%	188
2018 Q2	$50K	Hold	787	–	–	0.04%	188
2018 Q1	$52K	Hold	787	–	–	0.04%	188
2017 Q4	$52K	Buy	+787	New	+$51.3K	0.04%	189

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pin Oak Investment Advisors's IEFA Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 615 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #199.

Pin Oak Investment Advisors first reported a position in IEFA in Q4 2017 and has held it in 35 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pin Oak Investment Advisors held 615 shares of iShares Core MSCI EAFE ETF worth $59K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.04% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #199 holding.
Pin Oak Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.