PWM
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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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 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. 967 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.
  • 967 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.