Pinnacle Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
3,350
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $253K | Hold |
3,350
| – | – | 0.09% | 79 |
|
|
2024
Q4 | $235K | Hold |
3,350
| – | – | 0.09% | 78 |
|
|
2024
Q3 | $261K | Hold |
3,350
| – | – | 0.1% | 72 |
|
|
2024
Q2 | $243K | Hold |
3,350
| – | – | 0.1% | 63 |
|
|
2024
Q1 | $249K | Hold |
3,350
| – | – | 0.11% | 61 |
|
|
2023
Q4 | $236K | Hold |
3,350
| – | – | 0.12% | 61 |
|
|
2023
Q3 | $216K | Sell |
3,350
-263
| -7% | -$16.9K | 0.13% | 56 |
|
|
2023
Q2 | $244K | Hold |
3,613
| – | – | 0.14% | 58 |
|
|
2023
Q1 | $242K | Hold |
3,613
| – | – | 0.14% | 59 |
|
|
2022
Q4 | $223K | Buy |
+3,613
| New | +$223K | 0.16% | 60 |
|
|
2022
Q2 | – | Sell |
-3,684
| Closed | -$256K | – | 65 |
|
|
2022
Q1 | $256K | Hold |
3,684
| – | – | 0.21% | 55 |
|
|
2021
Q4 | $275K | Buy |
+3,684
| New | +$275K | 0.21% | 54 |
|