Pinnacle Financial Partners (Tennessee)’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.89M | Sell |
86,787
-1,237
| -1% | -$81.5K | 0.14% | 156 |
|
|
2025
Q2 | $5.59M | Buy |
88,024
+10,517
| +14% | +$643K | 0.12% | 168 |
|
|
2025
Q1 | $4.57M | Buy |
77,507
+22,651
| +41% | +$1.28M | 0.09% | 175 |
|
|
2024
Q4 | $2.88M | Buy |
54,856
+15,798
| +40% | +$865K | 0.06% | 199 |
|
|
2024
Q3 | $2.25M | Buy |
39,058
+828
| +2% | +$45.7K | 0.05% | 219 |
|
|
2024
Q2 | $2.03M | Buy |
38,230
+6,882
| +22% | +$374K | 0.04% | 220 |
|
|
2024
Q1 | $1.71M | Buy |
31,348
+5,718
| +22% | +$298K | 0.04% | 234 |
|
|
2023
Q4 | $1.34M | Buy |
25,630
+665
| +3% | +$32.9K | 0.03% | 241 |
|
|
2023
Q3 | $1.22M | Sell |
24,965
-76,877
| -75% | -$3.81M | 0.03% | 235 |
|
|
2023
Q2 | $4.98M | Buy |
101,842
+10,837
| +12% | +$533K | 0.13% | 147 |
|
|
2023
Q1 | $4.42M | Buy |
91,005
+3,180
| +4% | +$154K | 0.12% | 150 |
|
|
2022
Q4 | $4.03M | Buy |
87,825
+5,233
| +6% | +$227K | 0.12% | 154 |
|
|
2022
Q3 | $3.18M | Buy |
82,592
+1,444
| +2% | +$61.6K | 0.12% | 158 |
|
|
2022
Q2 | $3.52M | Buy |
81,148
+1,360
| +2% | +$64.8K | 0.13% | 155 |
|
|
2022
Q1 | $4.01M | Sell |
79,788
-1,093
| -1% | -$55.6K | 0.13% | 155 |
|
|
2021
Q4 | $4.08M | Buy |
80,881
+2,031
| +3% | +$104K | 0.13% | 155 |
|
|
2021
Q3 | $4.01M | Buy |
78,850
+7,335
| +10% | +$380K | 0.14% | 150 |
|
|
2021
Q2 | $3.7M | Buy |
71,515
+8,056
| +13% | +$426K | 0.15% | 134 |
|
|
2021
Q1 | $3.23M | Buy |
63,459
+2,978
| +5% | +$148K | 0.15% | 134 |
|
|
2020
Q4 | $2.85M | Sell |
60,481
-3,639
| -6% | -$160K | 0.14% | 140 |
|
|
2020
Q3 | $2.59M | Sell |
64,120
-849
| -1% | -$35.1K | 0.14% | 139 |
|
|
2020
Q2 | $2.6M | Sell |
64,969
-1,399
| -2% | -$53.4K | 0.15% | 134 |
|
|
2020
Q1 | $2.37M | Buy |
66,368
+1,106
| +2% | +$49.2K | 0.16% | 132 |
|
|
2019
Q4 | $3.26M | Sell |
65,262
-2,299
| -3% | -$113K | 0.2% | 126 |
|
|
2019
Q3 | $3.2M | Buy |
67,561
+559
| +0.8% | +$26.1K | 0.23% | 122 |
|
|
2019
Q2 | $3.22M | Buy |
67,002
+1,349
| +2% | +$65.9K | 0.24% | 118 |
|
|
2019
Q1 | $3.21M | Buy |
65,653
+7,334
| +13% | +$353K | 0.26% | 113 |
|
|
2018
Q4 | $2.64M | Sell |
58,319
-20,020
| -26% | -$965K | 0.25% | 114 |
|
|
2018
Q3 | $4.07M | Sell |
78,339
-3,512
| -4% | -$181K | 0.34% | 86 |
|
|
2018
Q2 | $4.2M | Buy |
81,851
+858
| +1% | +$46.9K | 0.4% | 73 |
|
|
2018
Q1 | $4.42M | Buy |
80,993
+2,219
| +3% | +$125K | 0.45% | 69 |
|
|
2017
Q4 | $4.35M | Buy |
78,774
+796
| +1% | +$43.7K | 0.46% | 63 |
|
|
2017
Q3 | $4.26M | Buy |
77,978
+2,133
| +3% | +$113K | 0.55% | 51 |
|
|
2017
Q2 | $3.92M | Buy |
75,845
+2,740
| +4% | +$142K | 0.56% | 57 |
|
|
2017
Q1 | $3.68M | Buy |
73,105
+15,642
| +27% | +$769K | 0.73% | 45 |
|
|
2016
Q4 | $2.71M | Buy |
57,463
+11,866
| +26% | +$551K | 0.59% | 49 |
|
|
2016
Q3 | $2.01M | Hold |
45,597
| – | – | 0.45% | 68 |
|
|
2016
Q2 | $2.01M | Buy |
45,597
+17,469
| +62% | +$788K | 0.46% | 71 |
|
|
2016
Q1 | $1.26M | Sell |
28,128
-173
| -0.6% | -$7.48K | 0.32% | 91 |
|
|
2015
Q4 | $1.32M | Buy |
28,301
+19,825
| +234% | +$957K | 0.41% | 70 |
|
|
2015
Q3 | $392K | Buy |
8,476
+124
| +1% | +$6.26K | 0.12% | 157 |
|
|
2015
Q2 | $437K | Sell |
8,352
-653
| -7% | -$36K | 0.14% | 146 |
|
|
2015
Q1 | $480K | Sell |
9,005
-1,619
| -15% | -$85K | 0.16% | 140 |
|
|
2014
Q4 | $542K | Buy |
+10,624
| New | +$561K | 0.19% | 127 |
|
Other funds holding EFV
