PFA
EFA icon

Pinnacle Family Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pinnacle Family Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.71M Sell
69,035
-30,677
-31% -$3.07M 3.15% 8
2025
Q4 		$9.58M Sell
99,712
-16,154
-14% -$1.53M 4.21% 5
2025
Q3 		$10.8M Buy
115,866
+8,022
+7% +$729K 4.72% 5
2025
Q2 		$9.64M Buy
107,844
+42,718
+66% +$3.65M 4.69% 5
2025
Q1 		$5.32M Buy
65,126
+37,639
+137% +$3.03M 2.89% 7
2024
Q4 		$2.08M Sell
27,487
-266
-1% -$21.1K 1.01% 23
2024
Q3 		$2.32M Sell
27,753
-11,876
-30% -$956K 1.2% 24
2024
Q2 		$3.1M Buy
39,629
+5,941
+18% +$471K 1.72% 17
2024
Q1 		$2.69M Sell
33,688
-1,036
-3% -$79.2K 1.43% 20
2023
Q4 		$2.62M Sell
34,724
-18,030
-34% -$1.27M 1.54% 19
2023
Q3 		$3.64M Sell
52,754
-32,435
-38% -$2.32M 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% +$2.07M 3.57% 5
2022
Q4 		$3.44M Buy
+52,369
New +$3.28M 2.46% 10
2022
Q1 		– Sell
-27,556
Closed -$2.17M – 116
2021
Q4 		$2.17M Sell
27,556
-1,033
-4% -$81.8K 0.98% 23
2021
Q3 		$2.23M Buy
28,589
+1,817
+7% +$145K 1% 26
2021
Q2 		$2.11M Buy
26,772
+2,859
+12% +$227K 0.92% 29
2021
Q1 		$1.81M Buy
23,913
+5,569
+30% +$419K 0.95% 29
2020
Q4 		$1.34M Sell
18,344
-6,200
-25% -$424K 0.82% 30
2020
Q3 		$1.56M Buy
24,544
+10,132
+70% +$648K 1.06% 25
2020
Q2 		$877K Buy
14,412
+3,467
+32% +$200K 0.77% 32
2020
Q1 		$590K Sell
10,945
-13,998
-56% -$888K 0.71% 32
2019
Q4 		$1.73M Buy
24,943
+13,065
+110% +$882K 1.56% 17
2019
Q3 		$775K Buy
11,878
+1,003
+9% +$64.6K 0.68% 35
2019
Q2 		$715K Sell
10,875
-2,081
-16% -$136K 0.59% 42
2019
Q1 		$840K Buy
+12,956
New +$816K 0.75% 35
2018
Q1 		– Sell
-15,413
Closed -$1.08M – 66
2017
Q4 		$1.08M Buy
15,413
+953
+7% +$66.3K 0.5% 36
2017
Q3 		$990K Sell
14,460
-26
-0.2% -$1.74K 0.47% 43
2017
Q2 		$944K Buy
14,486
+518
+4% +$33.5K 0.53% 39
2017
Q1 		$870K Buy
+13,968
New +$844K 0.54% 29

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Family Advisors's EFA Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 31% in Q1 2026, selling an estimated $3.07M and leaving 69,035 shares worth $6.71M. The position accounts for 3.15% of the portfolio, ranked #8.

Pinnacle Family Advisors first reported a position in EFA in Q1 2017 and has held it in 30 quarters since. The position peaked at $10.8M in Q3 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Pinnacle Family Advisors held 69,035 shares of iShares MSCI EAFE ETF worth $6.71M as of Q1 2026.
  • Pinnacle Family Advisors sold 30,677 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.07M.
  • iShares MSCI EAFE ETF made up 3.15% of Pinnacle Family Advisors's portfolio in Q1 2026, its #8 holding.
  • Pinnacle Family Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 30 quarters since.
  • Pinnacle Family Advisors's iShares MSCI EAFE ETF position peaked at $10.8M in Q3 2025.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.