Pinnacle Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pinnacle Associates’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Buy	+5,652	New	+$228K	﹤0.01%	891

Other funds holding EFV

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Pinnacle Associates's EFV Position: Q3 2026 in Review

Pinnacle Associates opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 5,652 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

788 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Pinnacle Associates held 5,652 shares of iShares MSCI EAFE Value ETF worth $224K as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Pinnacle Associates position in Q3 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #891 holding.
788 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.