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

Pinnacle Advisory Group’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
2021 Q1	$2.58M	Buy	35,871 +7,891	+28%	+$564K	0.12%	69
2020 Q4	$1.93M	Sell	27,980 -1,286	-4%	-$83.2K	0.12%	70
2020 Q3	$1.76M	Buy	29,266 +1,507	+5%	+$90.9K	0.12%	70
2020 Q2	$1.59M	Sell	27,759 -2,758	-9%	-$149K	0.11%	73
2020 Q1	$1.52M	Sell	30,517 -1,590	-5%	-$94.6K	0.15%	58
2019 Q4	$2.1M	Sell	32,107 -548	-2%	-$34.8K	0.14%	57
2019 Q3	$1.99M	Buy	32,655 +837	+3%	+$50.5K	0.14%	53
2019 Q2	$1.95M	Buy	31,818 +1,103	+4%	+$67.6K	0.14%	56
2019 Q1	$1.87M	Sell	30,715 -3,796	-11%	-$224K	0.13%	51
2018 Q4	$1.9M	Buy	34,511 +6,081	+21%	+$357K	0.14%	50
2018 Q3	$1.82M	Buy	28,430 +7,352	+35%	+$469K	0.13%	49
2018 Q2	$1.34M	Buy	21,078 +641	+3%	+$42.4K	0.08%	59
2018 Q1	$1.35M	Buy	20,437 +3,209	+19%	+$216K	0.08%	60
2017 Q4	$1.14M	Buy	17,228 +2,495	+17%	+$163K	0.07%	76
2017 Q3	$945K	Sell	14,733 -874	-6%	-$54.7K	0.06%	77
2017 Q2	$950K	Buy	15,607 +449	+3%	+$27.1K	0.06%	78
2017 Q1	$878K	Buy	15,158 +6,952	+85%	+$391K	0.06%	78
2016 Q4	$440K	Buy	+8,206	New	+$441K	0.03%	117

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pinnacle Advisory Group's IEFA Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q1 2021, buying an estimated $564K and bringing the position to 35,871 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #69.

Pinnacle Advisory Group first reported a position in IEFA in Q4 2016 and has held it in 18 quarters since. 1,290 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

Pinnacle Advisory Group held 35,871 shares of iShares Core MSCI EAFE ETF worth $2.58M as of Q1 2021.
Pinnacle Advisory Group bought 7,891 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $564K.
iShares Core MSCI EAFE ETF made up 0.12% of Pinnacle Advisory Group's portfolio in Q1 2021, its #69 holding.
Pinnacle Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 18 quarters since.
1,290 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.