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Pinnacle Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pinnacle Associates’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Hold
11,053
– – 0.02% 486
2025
Q4 		$1.26M Hold
11,053
– – 0.02% 481
2025
Q3 		$1.26M Sell
11,053
-33
-0.3% -$3.68K 0.02% 472
2025
Q2 		$1.24M Hold
11,086
– – 0.02% 466
2025
Q1 		$1.11M Sell
11,086
-200
-2% -$20.4K 0.02% 475
2024
Q4 		$1.09M Sell
11,286
-300
-3% -$30.5K 0.01% 471
2024
Q3 		$1.12M Buy
11,586
+300
+3% +$31.1K 0.02% 452
2024
Q2 		$1.15M Hold
11,286
– – 0.02% 446
2024
Q1 		$1.17M Sell
11,286
-300
-3% -$29.9K 0.02% 456
2023
Q4 		$1.12M Hold
11,586
– – 0.02% 460
2023
Q3 		$1,000K Buy
11,586
+743
+7% +$68.5K 0.02% 458
2023
Q2 		$1.03M Hold
10,843
– – 0.02% 464
2023
Q1 		$1.02M Hold
10,843
– – 0.02% 408
2022
Q4 		$908K Hold
10,843
– – 0.02% 411
2022
Q3 		$787K Hold
10,843
– – 0.02% 435
2022
Q2 		$873K Hold
10,843
– – 0.02% 432
2022
Q1 		$1.04M Hold
10,843
– – 0.02% 442
2021
Q4 		$1.2M Hold
10,843
– – 0.02% 420
2021
Q3 		$1.15M Hold
10,843
– – 0.02% 419
2021
Q2 		$1.16M Hold
10,843
– – 0.02% 412
2021
Q1 		$1.09M Sell
10,843
-41
-0.4% -$4.17K 0.02% 407
2020
Q4 		$1.1M Buy
10,884
+41
+0.4% +$3.88K 0.02% 381
2020
Q3 		$975K Hold
10,843
– – 0.02% 369
2020
Q2 		$901K Hold
10,843
– – 0.02% 382
2020
Q1 		$771K Buy
+10,843
New +$878K 0.02% 376
2014
Q2 		– Sell
-3,002
Closed -$213K – 615
2014
Q1 		$213K Sell
3,002
-100
-3% -$6.99K ﹤0.01% 557
2013
Q4 		$222K Sell
3,102
-54
-2% -$3.74K ﹤0.01% 554
2013
Q3 		$215K Buy
+3,156
New +$207K ﹤0.01% 535

Other funds holding EFG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pinnacle Associates's EFG Position: Q1 2026 in Review

Pinnacle Associates held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 11,053 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #486.

Pinnacle Associates first reported a position in EFG in Q3 2013 and has held it in 28 quarters since. The position peaked at $1.26M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Pinnacle Associates held 11,053 shares of iShares MSCI EAFE Growth ETF worth $1.23M as of Q1 2026.
  • Pinnacle Associates left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #486 holding.
  • Pinnacle Associates first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and has held it in 28 quarters since.
  • Pinnacle Associates's iShares MSCI EAFE Growth ETF position peaked at $1.26M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.