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

Pinnacle Family Advisors’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
2025
Q4 		– Sell
-3,738
Closed -$426K – 142
2025
Q3 		$426K Sell
3,738
-363
-9% -$40.5K 0.19% 80
2025
Q2 		$459K Sell
4,101
-59
-1% -$6.22K 0.22% 75
2025
Q1 		$416K Sell
4,160
-1,520
-27% -$155K 0.23% 81
2024
Q4 		$550K Buy
5,680
+324
+6% +$32.9K 0.27% 67
2024
Q3 		$577K Buy
5,356
+1,502
+39% +$156K 0.3% 62
2024
Q2 		$394K Sell
3,854
-736
-16% -$75.2K 0.22% 77
2024
Q1 		$476K Buy
4,590
+392
+9% +$39K 0.25% 57
2023
Q4 		$407K Sell
4,198
-974
-19% -$87.3K 0.24% 65
2023
Q3 		$446K Sell
5,172
-879
-15% -$81K 0.26% 55
2023
Q2 		$577K Buy
6,051
+1,527
+34% +$145K 0.31% 56
2023
Q1 		$424K Buy
4,524
+228
+5% +$20.5K 0.26% 70
2022
Q4 		$360K Sell
4,296
-245
-5% -$19.8K 0.26% 65
2022
Q3 		$329K Buy
4,541
+969
+27% +$79K 0.29% 60
2022
Q2 		$287K Sell
3,572
-751
-17% -$65.2K 0.23% 73
2022
Q1 		$416K Sell
4,323
-451
-9% -$44.3K 0.22% 74
2021
Q4 		$527K Buy
4,774
+1,166
+32% +$128K 0.24% 62
2021
Q3 		$384K Sell
3,608
-6
-0.2% -$661 0.17% 82
2021
Q2 		$388K Sell
3,614
-107
-3% -$11.4K 0.17% 81
2021
Q1 		$374K Buy
3,721
+368
+11% +$37.4K 0.2% 78
2020
Q4 		$338K Buy
+3,353
New +$317K 0.21% 85

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Family Advisors's EFG Position: Q4 2025 in Review

Pinnacle Family Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 3,738 shares — an estimated $426K sold.

Pinnacle Family Advisors first reported a position in EFG in Q4 2020 and held it in 20 quarters. The position peaked at $577K in Q2 2023. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Pinnacle Family Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 3,738 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $426K.
  • Pinnacle Family Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 20 quarters.
  • Pinnacle Family Advisors's iShares MSCI EAFE Growth ETF position peaked at $577K in Q2 2023.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Pinnacle Family Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.