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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
Q1 		$446K Sell
5,996
-299
-5% -$22.5K 0.14% 142
2025
Q4 		$450K Buy
6,295
+292
+5% +$20.3K 0.15% 140
2025
Q3 		$407K Sell
6,003
-245
-4% -$16.1K 0.14% 149
2025
Q2 		$400K Sell
6,248
-40
-0.6% -$2.45K 0.14% 153
2025
Q1 		$329K Sell
6,288
-6,027
-49% -$341K 0.15% 147
2024
Q4 		$639K Buy
+12,315
New +$674K 0.28% 92

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Pines Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.7% in Q1 2026, selling an estimated $22.5K and leaving 5,996 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #142.

Pines Wealth Management first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $639K in Q4 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Pines Wealth Management held 5,996 shares of iShares MSCI EAFE Value ETF worth $446K as of Q1 2026.
  • Pines Wealth Management sold 299 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $22.5K.
  • iShares MSCI EAFE Value ETF made up 0.14% of Pines Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Pines Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's iShares MSCI EAFE Value ETF position peaked at $639K in Q4 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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