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

Pines Wealth Management’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
2026 Q2	$410K	Buy	4,246 +312	+8%	+$30K	0.12%	155
2026 Q1	$356K	Buy	3,934 +757	+24%	+$70.7K	0.12%	156
2025 Q4	$284K	Buy	3,177 +190	+6%	+$16.8K	0.09%	179
2025 Q3	$261K	Buy	2,987 +35	+1%	+$2.97K	0.09%	192
2025 Q2	$247K	Sell	2,952 -109	-4%	-$8.65K	0.09%	196
2025 Q1	$208K	Sell	3,061 -606	-17%	-$45.3K	0.1%	190
2024 Q4	$256K	Buy	+3,667	New	+$271K	0.11%	173

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Pines Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.9% in Q2 2026, buying an estimated $30K and bringing the position to 4,246 shares worth $410K. The position accounts for 0.12% of the portfolio, ranked #155.

Pines Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 966 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pines Wealth Management held 4,246 shares of iShares Core MSCI EAFE ETF worth $410K as of Q2 2026.
Pines Wealth Management bought 312 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $30K.
iShares Core MSCI EAFE ETF made up 0.12% of Pines Wealth Management's portfolio in Q2 2026, its #155 holding.
Pines Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
966 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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