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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
Q2 		$371K Sell
3,576
-76
-2% -$7.82K 0.11% 163
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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Pines Wealth Management's EFA Position: Q2 2026 in Review

Pines Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, selling an estimated $7.82K and leaving 3,576 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #163.

Pines Wealth Management first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q2 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Pines Wealth Management held 3,576 shares of iShares MSCI EAFE ETF worth $371K as of Q2 2026.
  • Pines Wealth Management sold 76 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $7.82K.
  • iShares MSCI EAFE ETF made up 0.11% of Pines Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Pines Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's iShares MSCI EAFE ETF position peaked at $399K in Q2 2025.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.