Pines Wealth Management
EFV icon

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

Pines Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$491K Buy
12,410
+212
+2% +$8.54K 0.14% 134
2026
Q2 		$467K Buy
12,198
+206
+2% +$7.98K 0.13% 143
2026
Q1 		$446K Sell
11,992
-598
-5% -$22.5K 0.14% 142
2025
Q4 		$450K Buy
12,590
+584
+5% +$20.3K 0.15% 140
2025
Q3 		$407K Sell
12,006
-490
-4% -$16.1K 0.14% 149
2025
Q2 		$400K Sell
12,496
-80
-0.6% -$2.45K 0.14% 153
2025
Q1 		$329K Sell
12,576
-12,054
-49% -$341K 0.15% 147
2024
Q4 		$639K Buy
+24,630
New +$675K 0.28% 92

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Pines Wealth Management's EFV Position: Q3 2026 in Review

Pines Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.7% in Q3 2026, buying an estimated $8.54K and bringing the position to 12,410 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #134.

Pines Wealth Management first reported a position in EFV in Q4 2024 and has held it in 8 quarters since. The position peaked at $639K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Pines Wealth Management held 12,410 shares of iShares MSCI EAFE Value ETF worth $491K as of Q3 2026.
  • Pines Wealth Management bought 212 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $8.54K.
  • iShares MSCI EAFE Value ETF made up 0.14% of Pines Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Pines Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's iShares MSCI EAFE Value ETF position peaked at $639K in Q4 2024.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.