Pineridge Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pineridge 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
2025 Q3	$110K	Buy	1,263 +75	+6%	+$6.37K	0.03%	71
2025 Q2	$99.2K	Sell	1,188 -258	-18%	-$20.5K	0.04%	78
2025 Q1	$109K	Sell	1,446 -352	-20%	-$26.3K	0.04%	73
2024 Q4	$126K	Sell	1,798 -173	-9%	-$12.8K	0.05%	80
2024 Q3	$154K	Sell	1,971 -10	-0.5%	-$749	0.06%	73
2024 Q2	$144K	Sell	1,981 -424	-18%	-$31.2K	0.05%	77
2024 Q1	$178K	Sell	2,405 -2,439	-50%	-$174K	0.06%	62
2023 Q4	$341K	Buy	+4,844	New	+$319K	0.11%	48

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pineridge Advisors's IEFA Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.3% in Q3 2025, buying an estimated $6.37K and bringing the position to 1,263 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #71.

Pineridge Advisors first reported a position in IEFA in Q4 2023 and has held it in 8 quarters since. The position peaked at $341K in Q4 2023. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Pineridge Advisors held 1,263 shares of iShares Core MSCI EAFE ETF worth $110K as of Q3 2025.
Pineridge Advisors bought 75 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $6.37K.
iShares Core MSCI EAFE ETF made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #71 holding.
Pineridge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Core MSCI EAFE ETF position peaked at $341K in Q4 2023.
2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.