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

Pinnacle Bancorp’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 		$3.18M Buy
35,153
+3,189
+10% +$298K 0.94% 25
2025
Q4 		$2.86M Sell
31,964
-800
-2% -$70.7K 0.84% 26
2025
Q3 		$2.86M Buy
32,764
+1,458
+5% +$124K 0.85% 26
2025
Q2 		$2.61M Buy
31,306
+3,211
+11% +$255K 0.81% 26
2025
Q1 		$2.13M Sell
28,095
-330
-1% -$24.7K 0.69% 31
2024
Q4 		$2M Sell
28,425
-1,482
-5% -$109K 0.65% 34
2024
Q3 		$2.33M Buy
29,907
+7,666
+34% +$574K 0.62% 29
2024
Q2 		$1.62M Buy
22,241
+7,030
+46% +$517K 0.48% 35
2024
Q1 		$1.13M Hold
15,211
– – 0.33% 46
2023
Q4 		$1.07M Buy
15,211
+6
+0% +$395 0.35% 48
2023
Q3 		$978K Hold
15,205
– – 0.35% 48
2023
Q2 		$1.03M Buy
15,205
+603
+4% +$40.9K 0.35% 47
2023
Q1 		$976K Buy
14,602
+2,470
+20% +$162K 0.36% 47
2022
Q4 		$748K Buy
12,132
+772
+7% +$45.4K 0.29% 58
2022
Q3 		$598K Buy
11,360
+4,939
+77% +$290K 0.26% 64
2022
Q2 		$378K Sell
6,421
-5,035
-44% -$323K 0.16% 94
2022
Q1 		$796K Buy
11,456
+5,325
+87% +$377K 0.28% 57
2021
Q4 		$458K Buy
6,131
+470
+8% +$35.3K 0.16% 95
2021
Q3 		$420K Buy
5,661
+268
+5% +$20.4K 0.17% 96
2021
Q2 		$404K Sell
5,393
-59
-1% -$4.45K 0.18% 94
2021
Q1 		$393K Buy
5,452
+201
+4% +$14.4K 0.19% 97
2020
Q4 		$363K Buy
5,251
+72
+1% +$4.66K 0.22% 96
2020
Q3 		$312K Hold
5,179
– – 0.22% 96
2020
Q2 		$296K Buy
5,179
+35
+0.7% +$1.9K 0.22% 101
2020
Q1 		$257K Buy
5,144
+2,788
+118% +$166K 0.22% 101
2019
Q4 		$154K Hold
2,356
– – 0.11% 163
2019
Q3 		$144K Buy
2,356
+1,165
+98% +$70.3K 0.08% 167
2019
Q2 		$73K Hold
1,191
– – 0.04% 247
2019
Q1 		$72K Buy
1,191
+487
+69% +$28.7K 0.04% 248
2018
Q4 		$39K Buy
+704
New +$41.3K 0.02% 322
2017
Q1 		$41K Buy
+702
New +$39.5K 0.03% 314

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 Bancorp's IEFA Position: Q1 2026 in Review

Pinnacle Bancorp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q1 2026, buying an estimated $298K and bringing the position to 35,153 shares worth $3.18M. The position accounts for 0.94% of the portfolio, ranked #25.

Pinnacle Bancorp first reported a position in IEFA in Q1 2017 and has held it in 31 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Pinnacle Bancorp held 35,153 shares of iShares Core MSCI EAFE ETF worth $3.18M as of Q1 2026.
  • Pinnacle Bancorp bought 3,189 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $298K.
  • iShares Core MSCI EAFE ETF made up 0.94% of Pinnacle Bancorp's portfolio in Q1 2026, its #25 holding.
  • Pinnacle Bancorp first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 31 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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