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Pinney & Scofield’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pinney & Scofield’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 		$1.19M Hold
13,103
– – 0.64% 21
2025
Q4 		$1.17M Sell
13,103
-275
-2% -$24.3K 0.67% 20
2025
Q3 		$1.17M Sell
13,378
-48
-0.4% -$4.08K 0.73% 20
2025
Q2 		$1.12M Buy
13,426
+826
+7% +$65.6K 0.76% 21
2025
Q1 		$953K Sell
12,600
-110
-0.9% -$8.22K 0.69% 21
2024
Q4 		$893K Buy
+12,710
New +$938K 0.68% 23

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

Pinney & Scofield's IEFA Position: Q1 2026 in Review

Pinney & Scofield held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 13,103 shares worth $1.19M. The position accounts for 0.64% of the portfolio, ranked #21.

Pinney & Scofield first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Pinney & Scofield held 13,103 shares of iShares Core MSCI EAFE ETF worth $1.19M as of Q1 2026.
  • Pinney & Scofield left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.64% of Pinney & Scofield's portfolio in Q1 2026, its #21 holding.
  • Pinney & Scofield first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.