Pinnacle Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pinnacle Financial Group’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
2026 Q1	$303K	Hold	3,350	–	–	0.08%	91
2025 Q4	$300K	Hold	3,350	–	–	0.09%	88
2025 Q3	$292K	Hold	3,350	–	–	0.09%	88
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%	-$17.6K	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	+$213K	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	+$277K	0.21%	54

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Financial Group's IEFA Position: Q1 2026 in Review

Pinnacle Financial Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,350 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #91.

Pinnacle Financial Group first reported a position in IEFA in Q4 2021 and has held it in 16 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Pinnacle Financial Group held 3,350 shares of iShares Core MSCI EAFE ETF worth $303K as of Q1 2026.
Pinnacle Financial Group left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.08% of Pinnacle Financial Group's portfolio in Q1 2026, its #91 holding.
Pinnacle Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.