PVI
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Pine Valley Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Pine Valley Investments’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Sell
14,944
-16
-0.1% -$1.65K 0.06% 252
2026
Q1 		$1.45M Sell
14,960
-788
-5% -$78.8K 0.07% 251
2025
Q4 		$1.51M Sell
15,748
-281
-2% -$26.7K 0.07% 227
2025
Q3 		$1.5M Buy
16,029
+149
+0.9% +$13.5K 0.07% 231
2025
Q2 		$1.42M Sell
15,880
-274
-2% -$23.4K 0.08% 229
2025
Q1 		$1.32M Sell
16,154
-73,796
-82% -$5.95M 0.08% 225
2024
Q4 		$6.8M Sell
89,950
-2,452
-3% -$194K 0.41% 64
2024
Q3 		$7.73M Sell
92,402
-28,493
-24% -$2.29M 0.47% 47
2024
Q2 		$9.47M Sell
120,895
-18,334
-13% -$1.45M 0.62% 33
2024
Q1 		$11.1M Buy
139,229
+44,024
+46% +$3.37M 0.75% 29
2023
Q4 		$7.17M Buy
95,205
+47,311
+99% +$3.34M 0.52% 43
2023
Q3 		$3.3M Buy
47,894
+4,268
+10% +$306K 0.3% 76
2023
Q2 		$3.16M Buy
43,626
+656
+2% +$47.6K 0.31% 76
2023
Q1 		$3.16M Buy
+42,970
New +$3.01M 0.47% 47

Other funds holding EFA

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pine Valley Investments's EFA Position: Q2 2026 in Review

Pine Valley Investments reduced its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q2 2026, selling an estimated $1.65K and leaving 14,944 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #252.

Pine Valley Investments first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.1M in Q1 2024. 1,351 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Pine Valley Investments held 14,944 shares of iShares MSCI EAFE ETF worth $1.55M as of Q2 2026.
  • Pine Valley Investments sold 16 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.65K.
  • iShares MSCI EAFE ETF made up 0.06% of Pine Valley Investments's portfolio in Q2 2026, its #252 holding.
  • Pine Valley Investments first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's iShares MSCI EAFE ETF position peaked at $11.1M in Q1 2024.
  • 1,351 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.