Pinnacle Financial Partners (Tennessee)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	$12.2M	Buy	107,408 +9,281	+9%	+$1.03M	0.29%	100
2025 Q2	$11M	Buy	98,127 +2,996	+3%	+$316K	0.23%	116
2025 Q1	$9.51M	Buy	95,131 +8,325	+10%	+$849K	0.19%	128
2024 Q4	$8.41M	Buy	86,806 +3,881	+5%	+$394K	0.17%	133
2024 Q3	$8.93M	Buy	82,925 +4,593	+6%	+$477K	0.18%	135
2024 Q2	$8.01M	Buy	78,332 +6,765	+9%	+$692K	0.17%	137
2024 Q1	$7.43M	Buy	71,567 +3,996	+6%	+$398K	0.16%	142
2023 Q4	$6.54M	Buy	67,571 +4,793	+8%	+$430K	0.16%	143
2023 Q3	$5.42M	Buy	62,778 +1,231	+2%	+$113K	0.14%	144
2023 Q2	$5.87M	Buy	61,547 +3,243	+6%	+$308K	0.15%	140
2023 Q1	$5.46M	Buy	58,304 +382	+0.7%	+$34.4K	0.15%	139
2022 Q4	$4.85M	Buy	57,922 +2,687	+5%	+$217K	0.14%	139
2022 Q3	$4.01M	Buy	55,235 +1,879	+4%	+$153K	0.15%	146
2022 Q2	$4.29M	Buy	53,356 +637	+1%	+$55.3K	0.15%	147
2022 Q1	$5.08M	Buy	52,719 +2	+0%	+$197	0.16%	146
2021 Q4	$5.81M	Buy	52,717 +619	+1%	+$67.8K	0.18%	136
2021 Q3	$5.55M	Buy	52,098 +3,353	+7%	+$369K	0.2%	131
2021 Q2	$5.23M	Buy	48,745 +3,156	+7%	+$335K	0.21%	119
2021 Q1	$4.58M	Buy	45,589 +52	+0.1%	+$5.29K	0.21%	119
2020 Q4	$4.6M	Sell	45,537 -973	-2%	-$92.1K	0.23%	115
2020 Q3	$4.18M	Sell	46,510 -1,493	-3%	-$132K	0.23%	112
2020 Q2	$3.99M	Sell	48,003 -136	-0.3%	-$10.6K	0.23%	107
2020 Q1	$3.42M	Sell	48,139 -1,358	-3%	-$110K	0.24%	109
2019 Q4	$4.28M	Buy	49,497 +612	+1%	+$51.1K	0.27%	107
2019 Q3	$3.94M	Buy	48,885 +1,009	+2%	+$80.7K	0.28%	107
2019 Q2	$3.87M	Buy	47,876 +306	+0.6%	+$24.2K	0.29%	103
2019 Q1	$3.69M	Buy	47,570 +2,859	+6%	+$212K	0.3%	101
2018 Q4	$3.09M	Sell	44,711 -9,881	-18%	-$720K	0.29%	102
2018 Q3	$4.37M	Sell	54,592 -1,666	-3%	-$133K	0.37%	80
2018 Q2	$4.43M	Buy	56,258 +487	+0.9%	+$39.5K	0.42%	71
2018 Q1	$4.48M	Buy	55,771 +1,886	+4%	+$154K	0.45%	66
2017 Q4	$4.35M	Buy	53,885 +50	+0.1%	+$3.96K	0.46%	62
2017 Q3	$4.17M	Buy	53,835 +2,230	+4%	+$169K	0.53%	52
2017 Q2	$3.82M	Buy	51,605 +3,544	+7%	+$259K	0.54%	59
2017 Q1	$3.34M	Buy	48,061 +12,068	+34%	+$808K	0.66%	50
2016 Q4	$2.29M	Buy	35,993 +7,595	+27%	+$491K	0.5%	65
2016 Q3	$1.89M	Hold	28,398	–	–	0.43%	72
2016 Q2	$1.89M	Buy	28,398 +10,118	+55%	+$669K	0.43%	72
2016 Q1	$1.2M	Buy	18,280 +1,341	+8%	+$84.8K	0.31%	97
2015 Q4	$1.14M	Buy	16,939 +11,510	+212%	+$779K	0.35%	84
2015 Q3	$347K	Buy	5,429 +52	+1%	+$3.54K	0.11%	168
2015 Q2	$376K	Sell	5,377 -356	-6%	-$25.9K	0.12%	154
2015 Q1	$402K	Sell	5,733 -1,025	-15%	-$70.1K	0.13%	153
2014 Q4	$444K	Buy	+6,758	New	+$453K	0.15%	142

Other funds holding EFG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee)'s EFG Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.5% in Q3 2025, buying an estimated $1.03M and bringing the position to 107,408 shares worth $12.2M. The position accounts for 0.29% of the portfolio, ranked #100.

Pinnacle Financial Partners (Tennessee) first reported a position in EFG in Q4 2014 and has held it in 44 quarters since. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 107,408 shares of iShares MSCI EAFE Growth ETF worth $12.2M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 9,281 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $1.03M.
iShares MSCI EAFE Growth ETF made up 0.29% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #100 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and has held it in 44 quarters since.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.