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EFG icon

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

Pinnacle Bancorp’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 		$108K Hold
973
– – 0.03% 324
2025
Q4 		$111K Hold
973
– – 0.03% 312
2025
Q3 		$111K Sell
973
-270
-22% -$30.1K 0.03% 314
2025
Q2 		$139K Hold
1,243
– – 0.04% 275
2025
Q1 		$124K Hold
1,243
– – 0.04% 279
2024
Q4 		$120K Buy
1,243
+360
+41% +$36.6K 0.04% 287
2024
Q3 		$95.1K Hold
883
– – 0.03% 302
2024
Q2 		$90.3K Hold
883
– – 0.03% 297
2024
Q1 		$91.6K Hold
883
– – 0.03% 296
2023
Q4 		$85.5K Sell
883
-74
-8% -$6.63K 0.03% 297
2023
Q3 		$82.6K Buy
957
+74
+8% +$6.82K 0.03% 284
2023
Q2 		$84.2K Hold
883
– – 0.03% 283
2023
Q1 		$82.7K Buy
883
+173
+24% +$15.6K 0.03% 283
2022
Q4 		$59K Hold
710
– – 0.02% 314
2022
Q3 		$52K Hold
710
– – 0.02% 322
2022
Q2 		$57K Hold
710
– – 0.02% 315
2022
Q1 		$68K Hold
710
– – 0.02% 305
2021
Q4 		$78K Hold
710
– – 0.03% 282
2021
Q3 		$76K Hold
710
– – 0.03% 277
2021
Q2 		$76K Hold
710
– – 0.03% 283
2021
Q1 		$71K Hold
710
– – 0.03% 281
2020
Q4 		$72K Hold
710
– – 0.04% 278
2020
Q3 		$64K Hold
710
– – 0.05% 275
2020
Q2 		$59K Hold
710
– – 0.04% 269
2020
Q1 		$50K Sell
710
-1,784
-72% -$145K 0.04% 257
2019
Q4 		$216K Hold
2,494
– – 0.15% 129
2019
Q3 		$201K Hold
2,494
– – 0.11% 130
2019
Q2 		$201K Hold
2,494
– – 0.11% 135
2019
Q1 		$193K Buy
2,494
+120
+5% +$8.9K 0.11% 136
2018
Q4 		$159K Buy
+2,374
New +$173K 0.1% 151

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 Bancorp's EFG Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 973 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #324.

Pinnacle Bancorp first reported a position in EFG in Q4 2018 and has held it in 30 quarters since. The position peaked at $216K in Q4 2019. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Pinnacle Bancorp held 973 shares of iShares MSCI EAFE Growth ETF worth $108K as of Q1 2026.
  • Pinnacle Bancorp left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q1 2026, its #324 holding.
  • Pinnacle Bancorp first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Bancorp's iShares MSCI EAFE Growth ETF position peaked at $216K in Q4 2019.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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