PFA
Pinnacle Family Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.64M | Buy |
107,844
+42,718
| +66% | +$3.82M | 4.69% | 5 |
|
|
2025
Q1 | $5.32M | Buy |
65,126
+37,639
| +137% | +$3.08M | 2.89% | 7 |
|
|
2024
Q4 | $2.08M | Sell |
27,487
-266
| -1% | -$20.1K | 1.01% | 23 |
|
|
2024
Q3 | $2.32M | Sell |
27,753
-11,876
| -30% | -$993K | 1.2% | 24 |
|
|
2024
Q2 | $3.1M | Buy |
39,629
+5,941
| +18% | +$465K | 1.72% | 17 |
|
|
2024
Q1 | $2.69M | Sell |
33,688
-1,036
| -3% | -$82.7K | 1.43% | 20 |
|
|
2023
Q4 | $2.62M | Sell |
34,724
-18,030
| -34% | -$1.36M | 1.54% | 19 |
|
|
2023
Q3 | $3.64M | Sell |
52,754
-32,435
| -38% | -$2.24M | 2.08% | 11 |
|
|
2023
Q2 | $6.18M | Buy |
85,189
+3,156
| +4% | +$229K | 3.33% | 6 |
|
|
2023
Q1 | $5.87M | Buy |
82,033
+29,664
| +57% | +$2.12M | 3.57% | 5 |
|
|
2022
Q4 | $3.44M | Buy |
+52,369
| New | +$3.44M | 2.46% | 10 |
|
|
2022
Q1 | – | Sell |
-27,556
| Closed | -$2.17M | – | 116 |
|
|
2021
Q4 | $2.17M | Sell |
27,556
-1,033
| -4% | -$81.3K | 0.98% | 23 |
|
|
2021
Q3 | $2.23M | Buy |
28,589
+1,817
| +7% | +$142K | 1% | 26 |
|
|
2021
Q2 | $2.11M | Buy |
26,772
+2,859
| +12% | +$226K | 0.92% | 29 |
|
|
2021
Q1 | $1.81M | Buy |
23,913
+5,569
| +30% | +$422K | 0.95% | 29 |
|
|
2020
Q4 | $1.34M | Sell |
18,344
-6,200
| -25% | -$452K | 0.82% | 30 |
|
|
2020
Q3 | $1.56M | Buy |
24,544
+10,132
| +70% | +$645K | 1.06% | 25 |
|
|
2020
Q2 | $877K | Buy |
14,412
+3,467
| +32% | +$211K | 0.77% | 32 |
|
|
2020
Q1 | $590K | Sell |
10,945
-13,998
| -56% | -$755K | 0.71% | 32 |
|
|
2019
Q4 | $1.73M | Buy |
24,943
+13,065
| +110% | +$907K | 1.56% | 17 |
|
|
2019
Q3 | $775K | Buy |
11,878
+1,003
| +9% | +$65.4K | 0.68% | 35 |
|
|
2019
Q2 | $715K | Sell |
10,875
-2,081
| -16% | -$137K | 0.59% | 42 |
|
|
2019
Q1 | $840K | Buy |
+12,956
| New | +$840K | 0.75% | 35 |
|
|
2018
Q1 | – | Sell |
-15,413
| Closed | -$1.08M | – | 66 |
|
|
2017
Q4 | $1.08M | Buy |
15,413
+953
| +7% | +$67K | 0.5% | 36 |
|
|
2017
Q3 | $990K | Sell |
14,460
-26
| -0.2% | -$1.78K | 0.47% | 43 |
|
|
2017
Q2 | $944K | Buy |
14,486
+518
| +4% | +$33.8K | 0.53% | 39 |
|
|
2017
Q1 | $870K | Buy |
+13,968
| New | +$870K | 0.54% | 29 |
|