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Pinnacle Financial Partners (Tennessee)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$3.49M Sell
39,957
-38,246
-49% -$3.25M 0.08% 181
2025
Q2 		$6.53M Sell
78,203
-8,904
-10% -$707K 0.14% 154
2025
Q1 		$6.29M Sell
87,107
-7,127
-8% -$533K 0.13% 158
2024
Q4 		$7.11M Sell
94,234
-5,622
-6% -$415K 0.14% 148
2024
Q3 		$7.79M Sell
99,856
-3,053
-3% -$229K 0.16% 143
2024
Q2 		$7.59M Buy
102,909
+3,310
+3% +$244K 0.16% 142
2024
Q1 		$7.39M Buy
99,599
+31,590
+46% +$2.25M 0.16% 144
2023
Q4 		$4.78M Buy
68,009
+1,266
+2% +$83.4K 0.11% 165
2023
Q3 		$4.29M Buy
66,743
+6,070
+10% +$406K 0.11% 158
2023
Q2 		$4.1M Buy
60,673
+1,128
+2% +$76.5K 0.1% 156
2023
Q1 		$3.98M Buy
59,545
+963
+2% +$63.1K 0.11% 157
2022
Q4 		$3.61M Sell
58,582
-31,019
-35% -$1.83M 0.1% 157
2022
Q3 		$4.72M Sell
89,601
-16,612
-16% -$977K 0.17% 137
2022
Q2 		$6.25M Buy
106,213
+18,176
+21% +$1.17M 0.22% 123
2022
Q1 		$6.12M Sell
88,037
-8,918
-9% -$631K 0.19% 135
2021
Q4 		$7.24M Buy
96,955
+2,362
+2% +$178K 0.23% 120
2021
Q3 		$7.02M Buy
94,593
+4,609
+5% +$351K 0.25% 113
2021
Q2 		$6.74M Buy
89,984
+336
+0.4% +$25.4K 0.27% 103
2021
Q1 		$6.25M Sell
89,648
-1,252
-1% -$89.5K 0.28% 102
2020
Q4 		$5.64M Sell
90,900
-153
-0.2% -$9.89K 0.28% 103
2020
Q3 		$5.49M Sell
91,053
-4,595
-5% -$277K 0.3% 99
2020
Q2 		$5.47M Sell
95,648
-2,120
-2% -$115K 0.31% 93
2020
Q1 		$4.88M Sell
97,768
-29,566
-23% -$1.76M 0.34% 88
2019
Q4 		$8.31M Buy
127,334
+1,679
+1% +$106K 0.51% 57
2019
Q3 		$7.67M Buy
125,655
+20,849
+20% +$1.26M 0.55% 57
2019
Q2 		$6.43M Sell
104,806
-4,001
-4% -$245K 0.48% 64
2019
Q1 		$6.61M Buy
108,807
+6,444
+6% +$380K 0.53% 57
2018
Q4 		$5.63M Sell
102,363
-13,487
-12% -$791K 0.53% 53
2018
Q3 		$7.42M Buy
115,850
+1,439
+1% +$91.7K 0.62% 48
2018
Q2 		$7.25M Buy
114,411
+15,011
+15% +$994K 0.69% 42
2018
Q1 		$6.55M Buy
99,400
+49,102
+98% +$3.3M 0.66% 42
2017
Q4 		$3.33M Buy
+50,298
New +$3.28M 0.35% 83
2017
Q3 		– Sell
-5,902
Closed -$359K – 362
2017
Q2 		$359K Buy
5,902
+774
+15% +$46.7K 0.05% 221
2017
Q1 		$297K Buy
+5,128
New +$288K 0.06% 204

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Jones Financial Companies
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 49% in Q3 2025, selling an estimated $3.25M and leaving 39,957 shares worth $3.49M. The position accounts for 0.08% of the portfolio, ranked #181.

Pinnacle Financial Partners (Tennessee) first reported a position in IEFA in Q1 2017 and has held it in 34 quarters since. The position peaked at $8.31M in Q4 2019. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 39,957 shares of iShares Core MSCI EAFE ETF worth $3.49M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 38,246 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $3.25M.
  • iShares Core MSCI EAFE ETF made up 0.08% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #181 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 34 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s iShares Core MSCI EAFE ETF position peaked at $8.31M in Q4 2019.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

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