PVI
IEFA icon

Pine Valley Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pine Valley Investments’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 		$837K Buy
8,663
+4
+0% +$384 0.03% 322
2026
Q1 		$784K Sell
8,659
-129
-1% -$12K 0.04% 322
2025
Q4 		$786K Sell
8,788
-33
-0.4% -$2.92K 0.04% 307
2025
Q3 		$770K Sell
8,821
-732
-8% -$62.2K 0.04% 297
2025
Q2 		$798K Buy
9,553
+2,695
+39% +$214K 0.04% 289
2025
Q1 		$519K Sell
6,858
-625
-8% -$46.7K 0.03% 332
2024
Q4 		$526K Sell
7,483
-311
-4% -$22.9K 0.03% 330
2024
Q3 		$608K Sell
7,794
-118
-1% -$8.83K 0.04% 297
2024
Q2 		$575K Buy
7,912
+636
+9% +$46.8K 0.04% 291
2024
Q1 		$540K Sell
7,276
-2,079
-22% -$148K 0.04% 297
2023
Q4 		$658K Sell
9,355
-1,477
-14% -$97.4K 0.05% 266
2023
Q3 		$697K Buy
10,832
+5,197
+92% +$348K 0.06% 246
2023
Q2 		$380K Sell
5,635
-64
-1% -$4.34K 0.04% 290
2023
Q1 		$264K Buy
+5,699
New +$374K 0.04% 232

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Pine Valley Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.05% in Q2 2026, buying an estimated $384 and bringing the position to 8,663 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #322.

Pine Valley Investments first reported a position in IEFA in Q1 2023 and has held it in 14 quarters since. 1,520 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Pine Valley Investments held 8,663 shares of iShares Core MSCI EAFE ETF worth $837K as of Q2 2026.
  • Pine Valley Investments bought 4 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $384.
  • iShares Core MSCI EAFE ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #322 holding.
  • Pine Valley Investments first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,520 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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