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

Pinnacle Family Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$483K Sell
6,499
-3,723
-36% -$280K 0.23% 70
2025
Q4 		$730K Sell
10,222
-1,545
-13% -$107K 0.32% 55
2025
Q3 		$798K Sell
11,767
-183
-2% -$12.1K 0.35% 45
2025
Q2 		$759K Buy
11,950
+2,273
+23% +$139K 0.37% 50
2025
Q1 		$570K Sell
9,677
-1,314
-12% -$74.3K 0.31% 61
2024
Q4 		$577K Buy
10,991
+5,636
+105% +$309K 0.28% 63
2024
Q3 		$308K Sell
5,355
-1,599
-23% -$88.3K 0.16% 100
2024
Q2 		$369K Sell
6,954
-3,829
-36% -$208K 0.2% 79
2024
Q1 		$587K Buy
10,783
+1,677
+18% +$87.5K 0.31% 52
2023
Q4 		$474K Sell
9,106
-987
-10% -$48.8K 0.28% 56
2023
Q3 		$494K Buy
10,093
+1,860
+23% +$92.1K 0.28% 52
2023
Q2 		$403K Sell
8,233
-1,237
-13% -$60.9K 0.22% 72
2023
Q1 		$460K Sell
9,470
-727
-7% -$35.2K 0.28% 64
2022
Q4 		$468K Buy
10,197
+510
+5% +$22.1K 0.33% 54
2022
Q3 		$373K Sell
9,687
-1,692
-15% -$72.1K 0.32% 50
2022
Q2 		$494K Sell
11,379
-142
-1% -$6.76K 0.4% 51
2022
Q1 		$579K Buy
+11,521
New +$586K 0.31% 59
2021
Q4 		– Sell
-10,719
Closed -$545K – 126
2021
Q3 		$545K Buy
10,719
+50
+0.5% +$2.59K 0.24% 66
2021
Q2 		$552K Buy
10,669
+491
+5% +$26K 0.24% 67
2021
Q1 		$519K Buy
+10,178
New +$506K 0.27% 62

Other funds holding EFV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Pinnacle Family Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 36% in Q1 2026, selling an estimated $280K and leaving 6,499 shares worth $483K. The position accounts for 0.23% of the portfolio, ranked #70.

Pinnacle Family Advisors first reported a position in EFV in Q1 2021 and has held it in 20 quarters since. The position peaked at $798K in Q3 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Pinnacle Family Advisors held 6,499 shares of iShares MSCI EAFE Value ETF worth $483K as of Q1 2026.
  • Pinnacle Family Advisors sold 3,723 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $280K.
  • iShares MSCI EAFE Value ETF made up 0.23% of Pinnacle Family Advisors's portfolio in Q1 2026, its #70 holding.
  • Pinnacle Family Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 20 quarters since.
  • Pinnacle Family Advisors's iShares MSCI EAFE Value ETF position peaked at $798K in Q3 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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