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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinion Investment Advisors's EFA Position: Q1 2026 in Review

Pinion Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6% in Q1 2026, selling an estimated $18.8K and leaving 2,951 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #151.

Pinion Investment Advisors first reported a position in EFA in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.29M in Q3 2023. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Pinion Investment Advisors held 2,951 shares of iShares MSCI EAFE ETF worth $287K as of Q1 2026.
Pinion Investment Advisors sold 188 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $18.8K.
iShares MSCI EAFE ETF made up 0.07% of Pinion Investment Advisors's portfolio in Q1 2026, its #151 holding.
Pinion Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 6 quarters since.
Pinion Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.29M in Q3 2023.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.