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Pines Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Pines Wealth Management’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
Q1 		$355K Sell
3,652
-336
-8% -$33.6K 0.11% 158
2025
Q4 		$383K Hold
3,988
– – 0.12% 149
2025
Q3 		$372K Sell
3,988
-465
-10% -$42.3K 0.13% 161
2025
Q2 		$399K Sell
4,453
-2
-0% -$171 0.14% 154
2025
Q1 		$325K Buy
4,455
+614
+16% +$49.5K 0.15% 148
2024
Q4 		$288K Buy
+3,841
New +$304K 0.13% 163

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pines Wealth Management's EFA Position: Q1 2026 in Review

Pines Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 8.4% in Q1 2026, selling an estimated $33.6K and leaving 3,652 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #158.

Pines Wealth Management first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Pines Wealth Management held 3,652 shares of iShares MSCI EAFE ETF worth $355K as of Q1 2026.
  • Pines Wealth Management sold 336 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $33.6K.
  • iShares MSCI EAFE ETF made up 0.11% of Pines Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Pines Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's iShares MSCI EAFE ETF position peaked at $399K in Q2 2025.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.