Pinnacle Associates’s GMO International Value ETF GMOI Stock Holding History

Pinnacle Associates’s Portfolio GMOI Stock Details GMOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.9M	Sell	753,102 -4,776	-0.6%	-$192K	0.33%	68
2026 Q2	$28.4M	Buy	757,878 +416	+0.1%	+$15.7K	0.31%	77
2026 Q1	$27.4M	Buy	757,462 +123,457	+19%	+$4.44M	0.35%	71
2025 Q4	$21.3M	Sell	634,005 -944	-0.1%	-$30.3K	0.27%	88
2025 Q3	$19.7M	Buy	634,949 +173,426	+38%	+$5.29M	0.26%	95
2025 Q2	$13.5M	Buy	461,523 +132,340	+40%	+$3.64M	0.2%	116
2025 Q1	$8.79M	Buy	329,183 +128,750	+64%	+$3.3M	0.13%	172
2024 Q4	$4.76M	Buy	+200,433	New	+$4.88M	0.06%	250

Other funds holding GMOI

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

Stack Financial Management Whitefish, Montana $1.44B AUM 16.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Pinnacle Associates's GMOI Position: Q3 2026 in Review

Pinnacle Associates reduced its GMO International Value ETF (GMOI) stake by 0.63% in Q3 2026, selling an estimated $192K and leaving 753,102 shares worth $29.9M. The position accounts for 0.33% of the portfolio, ranked #68.

Pinnacle Associates first reported a position in GMOI in Q4 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold GMOI as of Q3 2026.

Pinnacle Associates held 753,102 shares of GMO International Value ETF worth $29.9M as of Q3 2026.
Pinnacle Associates sold 4,776 GMO International Value ETF shares in Q3 2026, an estimated $192K.
GMO International Value ETF made up 0.33% of Pinnacle Associates's portfolio in Q3 2026, its #68 holding.
Pinnacle Associates first reported a position in GMO International Value ETF in Q4 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held GMO International Value ETF as of Q3 2026.

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