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 Q3	$117K	Hold	973	–	–	0.03%	316
2026 Q2	$121K	Hold	973	–	–	0.03%	316
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Pinnacle Bancorp's EFG Position: Q3 2026 in Review

Pinnacle Bancorp held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2026 at 973 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #316.

Pinnacle Bancorp first reported a position in EFG in Q4 2018 and has held it in 32 quarters since. The position peaked at $216K in Q4 2019. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Pinnacle Bancorp held 973 shares of iShares MSCI EAFE Growth ETF worth $117K as of Q3 2026.
Pinnacle Bancorp left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q3 2026, its #316 holding.
Pinnacle Bancorp first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 32 quarters since.
Pinnacle Bancorp's iShares MSCI EAFE Growth ETF position peaked at $216K in Q4 2019.
353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.