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

Pinnacle Family Advisors’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
2023 Q2	–	Sell	-32,344	Closed	-$2.16M	–	110
2023 Q1	$2.16M	Buy	+32,344	New	+$2.12M	1.32%	19
2019 Q4	–	Sell	-6,973	Closed	-$426K	–	82
2019 Q3	$426K	Sell	6,973 -6	-0.1%	-$362	0.38%	46
2019 Q2	$429K	Buy	6,979 +98	+1%	+$6K	0.36%	51
2019 Q1	$418K	Sell	6,881 -6,886	-50%	-$406K	0.37%	47
2018 Q4	$757K	Buy	13,767 +135	+1%	+$7.92K	0.51%	39
2018 Q3	$874K	Sell	13,632 -6,759	-33%	-$431K	0.46%	34
2018 Q2	$1.29M	Sell	20,391 -545	-3%	-$36.1K	0.69%	27
2018 Q1	$1.38M	Sell	20,936 -88,841	-81%	-$5.97M	0.79%	26
2017 Q4	$7.25M	Sell	109,777 -9,987	-8%	-$651K	3.35%	7
2017 Q3	$7.68M	Buy	119,764 +5,969	+5%	+$373K	3.61%	10
2017 Q2	$6.93M	Buy	+113,795	New	+$6.87M	3.87%	7

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pinnacle Family Advisors's IEFA Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 32,344 shares — an estimated $2.16M sold.

Pinnacle Family Advisors first reported a position in IEFA in Q2 2017 and held it in 11 quarters. The position peaked at $7.68M in Q3 2017. 1,581 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Pinnacle Family Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 32,344 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $2.16M.
Pinnacle Family Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 11 quarters.
Pinnacle Family Advisors's iShares Core MSCI EAFE ETF position peaked at $7.68M in Q3 2017.
1,581 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.