PIA
IEFA icon

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

Pinion Investment Advisors’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
Q1 		$10.3M Sell
113,280
-33,414
-23% -$3.12M 2.39% 7
2025
Q4 		$13.1M Buy
146,694
+16,344
+13% +$1.45M 3.2% 5
2025
Q3 		$11.6M Buy
130,350
+35,464
+37% +$3.01M 3.16% 4
2025
Q2 		$7.92M Sell
94,886
-54,894
-37% -$4.36M 2.73% 6
2025
Q1 		$11.3M Buy
149,780
+103,449
+223% +$7.74M 2.5% 8
2024
Q4 		$3.26M Buy
46,331
+14,977
+48% +$1.1M 1.3% 15
2024
Q3 		$2.45M Buy
31,354
+1,766
+6% +$132K 1.02% 20
2024
Q2 		$2.15M Buy
29,588
+1,599
+6% +$118K 1.07% 17
2024
Q1 		$2.08M Sell
27,989
-371
-1% -$26.4K 1.08% 14
2023
Q4 		$2M Buy
28,360
+441
+2% +$29.1K 1.2% 14
2023
Q3 		$1.8M Buy
27,919
+7,960
+40% +$533K 1.17% 13
2023
Q2 		$1.35M Buy
19,959
+16,663
+506% +$1.13M 0.91% 17
2023
Q1 		$220K Buy
+3,296
New +$216K 0.21% 113
2022
Q4 		– Sell
-7,428
Closed -$391K – 136
2022
Q3 		$391K Sell
7,428
-7,281
-50% -$428K 0.34% 90
2022
Q2 		$866K Sell
14,709
-3,099
-17% -$199K 0.72% 37
2022
Q1 		$1.24M Buy
17,808
+1,700
+11% +$120K 0.86% 23
2021
Q4 		$1.2M Buy
16,108
+6,912
+75% +$519K 0.81% 31
2021
Q3 		$683K Buy
9,196
+974
+12% +$74.1K 0.55% 55
2021
Q2 		$615K Sell
8,222
-1,744
-17% -$132K 0.49% 67
2021
Q1 		$718K Sell
9,966
-140
-1% -$10K 0.66% 45
2020
Q4 		$698K Buy
10,106
+2,396
+31% +$155K 0.73% 37
2020
Q3 		$441K Hold
7,710
– – 0.67% 60
2020
Q2 		$441K Sell
7,710
-739
-9% -$40K 0.67% 60
2020
Q1 		$422K Sell
8,449
-401
-5% -$23.9K 0.91% 47
2019
Q4 		$577K Buy
8,850
+190
+2% +$12.1K 1.07% 31
2019
Q3 		$529K Sell
8,660
-417
-5% -$25.2K 1.08% 29
2019
Q2 		$557K Sell
9,077
-522
-5% -$32K 1.19% 20
2019
Q1 		$583K Buy
9,599
+871
+10% +$51.4K 1.02% 34
2018
Q4 		$480K Sell
8,728
-2,286
-21% -$134K 1.01% 37
2018
Q3 		$706K Sell
11,014
-907
-8% -$57.8K 1.36% 10
2018
Q2 		$755K Buy
11,921
+207
+2% +$13.7K 1.46% 7
2018
Q1 		$772K Buy
+11,714
New +$787K 1.66% 5

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinion Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q1 2026, selling an estimated $3.12M and leaving 113,280 shares worth $10.3M. The position accounts for 2.39% of the portfolio, ranked #7.

Pinion Investment Advisors first reported a position in IEFA in Q1 2018 and has held it in 32 quarters since. The position peaked at $13.1M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Pinion Investment Advisors held 113,280 shares of iShares Core MSCI EAFE ETF worth $10.3M as of Q1 2026.
  • Pinion Investment Advisors sold 33,414 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.12M.
  • iShares Core MSCI EAFE ETF made up 2.39% of Pinion Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Pinion Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 32 quarters since.
  • Pinion Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $13.1M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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