Pinion Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.4M | Buy |
128,146
+14,866
| +13% | +$1.43M | 2.35% | 8 |
|
|
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
Pinion Investment Advisors's IEFA Position: Q2 2026 in Review
Pinion Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, buying an estimated $1.43M and bringing the position to 128,146 shares worth $12.4M. The position accounts for 2.35% of the portfolio, ranked #8.
Pinion Investment Advisors first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.1M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Pinion Investment Advisors held 128,146 shares of iShares Core MSCI EAFE ETF worth $12.4M as of Q2 2026.
- Pinion Investment Advisors bought 14,866 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.43M.
- iShares Core MSCI EAFE ETF made up 2.35% of Pinion Investment Advisors's portfolio in Q2 2026, its #8 holding.
- Pinion Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $13.1M in Q4 2025.
- 2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.