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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Associates's IEFA Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.7% in Q1 2026, selling an estimated $83.9K and leaving 18,293 shares worth $1.66M. 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 14 quarters since. The position peaked at $1.72M in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Pinnacle Associates held 18,293 shares of iShares Core MSCI EAFE ETF worth $1.66M as of Q1 2026.
  • Pinnacle Associates sold 899 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $83.9K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #431 holding.
  • Pinnacle Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 14 quarters since.
  • Pinnacle Associates's iShares Core MSCI EAFE ETF position peaked at $1.72M in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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