Pinion Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pinion Investment Advisors’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	$307K	Hold	2,951	–	–	0.06%	168
2026 Q1	$287K	Sell	2,951 -188	-6%	-$18.8K	0.07%	151
2025 Q4	$301K	Hold	3,139	–	–	0.07%	137
2025 Q3	$298K	Buy	+3,139	New	+$285K	0.08%	137
2024 Q1	–	Sell	-6,802	Closed	-$513K	–	149
2023 Q4	$513K	Sell	6,802 -11,950	-64%	-$845K	0.31%	73
2023 Q3	$1.29M	Buy	18,752 +6,111	+48%	+$438K	0.84%	21
2023 Q2	$916K	Buy	+12,641	New	+$918K	0.62%	34

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinion Investment Advisors's EFA Position: Q2 2026 in Review

Pinion Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,951 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #168.

Pinion Investment Advisors first reported a position in EFA in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2023. 2,266 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Pinion Investment Advisors held 2,951 shares of iShares MSCI EAFE ETF worth $307K as of Q2 2026.
Pinion Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.06% of Pinion Investment Advisors's portfolio in Q2 2026, its #168 holding.
Pinion Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 7 quarters since.
Pinion Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.29M in Q3 2023.
2,266 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.