Pinnacle Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Pinnacle Advisory Group’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
2019 Q2	–	Sell	-4,328	Closed	-$281K	–	168
2019 Q1	$281K	Sell	4,328 -572	-12%	-$36K	0.02%	134
2018 Q4	$288K	Sell	4,900 -1,406	-22%	-$87.8K	0.02%	128
2018 Q3	$429K	Sell	6,306 -7,998	-56%	-$540K	0.03%	116
2018 Q2	$958K	Buy	14,304 +5,567	+64%	+$390K	0.06%	71
2018 Q1	$609K	Sell	8,737 -844	-9%	-$60.2K	0.04%	111
2017 Q4	$674K	Buy	9,581 +2,286	+31%	+$159K	0.04%	110
2017 Q3	$500K	Buy	7,295 +3,786	+108%	+$253K	0.03%	117
2017 Q2	$229K	Sell	3,509 -4	-0.1%	-$259	0.01%	173
2017 Q1	$219K	Sell	3,513 -975	-22%	-$58.9K	0.01%	178
2016 Q4	$259K	Sell	4,488 -20	-0.4%	-$1.15K	0.02%	159
2016 Q3	$260K	Buy	+4,508	New	+$261K	0.02%	108
2015 Q1	–	Sell	-3,505	Closed	-$237K	–	147
2014 Q4	$237K	Hold	3,505	–	–	0.02%	125
2014 Q3	$237K	Buy	+3,505	New	+$234K	0.03%	103
2014 Q2	–	Sell	-5,272	Closed	-$354K	–	126
2014 Q1	$354K	Buy	5,272 +1,707	+48%	+$113K	0.04%	74
2013 Q4	$239K	Hold	3,565	–	–	0.03%	78
2013 Q3	$227K	Sell	3,565 -1	-0%	-$61	0.03%	87
2013 Q2	$204K	Buy	+3,566	New	+$216K	0.03%	80

Other funds holding EFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Pinnacle Advisory Group's EFA Position: Q2 2019 in Review

Pinnacle Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2019, closing a stake of 4,328 shares — an estimated $281K sold.

Pinnacle Advisory Group first reported a position in EFA in Q2 2013 and held it in 17 quarters. The position peaked at $958K in Q2 2018. 1,389 funds tracked by Wall St. Rank hold EFA as of Q2 2019.

Pinnacle Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 4,328 iShares MSCI EAFE ETF shares in Q2 2019, an estimated $281K.
Pinnacle Advisory Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 17 quarters.
Pinnacle Advisory Group's iShares MSCI EAFE ETF position peaked at $958K in Q2 2018.
1,389 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2019.

Based on Pinnacle Advisory Group's 13F filing for Q2 2019, filed 6 Aug 2019.