Pinnacle Associates
IEFA icon

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

Pinnacle Associates’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
2026
Q3 		$1.77M Sell
18,294
-25
-0.1% -$2.47K 0.02% 431
2026
Q2 		$1.77M Buy
18,319
+26
+0.1% +$2.5K 0.02% 432
2026
Q1 		$1.66M Sell
18,293
-899
-5% -$83.9K 0.02% 431
2025
Q4 		$1.72M Buy
19,192
+886
+5% +$78.3K 0.02% 421
2025
Q3 		$1.6M Hold
18,306
– – 0.02% 432
2025
Q2 		$1.53M Sell
18,306
-1,495
-8% -$119K 0.02% 428
2025
Q1 		$1.5M Buy
19,801
+5,748
+41% +$430K 0.02% 418
2024
Q4 		$988K Buy
14,053
+9,112
+184% +$672K 0.01% 487
2024
Q3 		$348K Sell
4,941
-2,505
-34% -$188K 0.01% 640
2024
Q2 		$541K Buy
7,446
+1,416
+23% +$104K 0.01% 572
2024
Q1 		$448K Buy
6,030
+1,089
+22% +$77.5K 0.01% 609
2023
Q4 		$348K Buy
4,941
+1,217
+33% +$80.2K 0.01% 650
2023
Q3 		$240K Sell
3,724
-450
-11% -$30.1K ﹤0.01% 721
2023
Q2 		$282K Sell
4,174
-94
-2% -$6.38K ﹤0.01% 686
2023
Q1 		$285K Buy
+4,268
New +$280K 0.01% 633
2019
Q1 		– Sell
-4,419
Closed -$243K – 720
2018
Q4 		$243K Buy
+4,419
New +$259K 0.01% 610

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Pinnacle Associates's IEFA Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.14% in Q3 2026, selling an estimated $2.47K and leaving 18,294 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #431.

Pinnacle Associates first reported a position in IEFA in Q4 2018 and has held it in 16 quarters since. 1,719 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Pinnacle Associates held 18,294 shares of iShares Core MSCI EAFE ETF worth $1.77M as of Q3 2026.
  • Pinnacle Associates sold 25 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $2.47K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #431 holding.
  • Pinnacle Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
  • 1,719 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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