Pinnacle Financial Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.51M | Buy |
95,131
+8,325
| +10% | +$833K | 0.19% | 128 |
|
|
2024
Q4 | $8.41M | Buy |
86,806
+3,881
| +5% | +$376K | 0.17% | 133 |
|
|
2024
Q3 | $8.93M | Buy |
82,925
+4,593
| +6% | +$494K | 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% | +$415K | 0.16% | 142 |
|
|
2023
Q4 | $6.54M | Buy |
67,571
+4,793
| +8% | +$464K | 0.16% | 143 |
|
|
2023
Q3 | $5.42M | Buy |
62,778
+1,231
| +2% | +$106K | 0.14% | 144 |
|
|
2023
Q2 | $5.87M | Buy |
61,547
+3,243
| +6% | +$309K | 0.15% | 140 |
|
|
2023
Q1 | $5.46M | Buy |
58,304
+382
| +0.7% | +$35.8K | 0.15% | 139 |
|
|
2022
Q4 | $4.85M | Buy |
57,922
+2,687
| +5% | +$225K | 0.14% | 139 |
|
|
2022
Q3 | $4.01M | Buy |
55,235
+1,879
| +4% | +$136K | 0.15% | 146 |
|
|
2022
Q2 | $4.3M | Buy |
53,356
+637
| +1% | +$51.3K | 0.15% | 147 |
|
|
2022
Q1 | $5.08M | Buy |
52,719
+2
| +0% | +$193 | 0.16% | 146 |
|
|
2021
Q4 | $5.81M | Buy |
52,717
+619
| +1% | +$68.3K | 0.18% | 136 |
|
|
2021
Q3 | $5.55M | Buy |
52,098
+3,353
| +7% | +$357K | 0.2% | 131 |
|
|
2021
Q2 | $5.23M | Buy |
48,745
+3,156
| +7% | +$339K | 0.21% | 119 |
|
|
2021
Q1 | $4.58M | Buy |
45,589
+52
| +0.1% | +$5.22K | 0.21% | 119 |
|
|
2020
Q4 | $4.6M | Sell |
45,537
-973
| -2% | -$98.2K | 0.23% | 115 |
|
|
2020
Q3 | $4.18M | Sell |
46,510
-1,493
| -3% | -$134K | 0.23% | 112 |
|
|
2020
Q2 | $3.99M | Sell |
48,003
-136
| -0.3% | -$11.3K | 0.23% | 107 |
|
|
2020
Q1 | $3.42M | Sell |
48,139
-1,358
| -3% | -$96.6K | 0.24% | 109 |
|
|
2019
Q4 | $4.28M | Buy |
49,497
+612
| +1% | +$52.9K | 0.27% | 107 |
|
|
2019
Q3 | $3.94M | Buy |
48,885
+1,009
| +2% | +$81.2K | 0.28% | 107 |
|
|
2019
Q2 | $3.87M | Buy |
47,876
+306
| +0.6% | +$24.7K | 0.29% | 103 |
|
|
2019
Q1 | $3.69M | Buy |
47,570
+2,859
| +6% | +$221K | 0.3% | 101 |
|
|
2018
Q4 | $3.09M | Sell |
44,711
-9,881
| -18% | -$682K | 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% | +$38.4K | 0.42% | 71 |
|
|
2018
Q1 | $4.48M | Buy |
55,771
+1,886
| +4% | +$152K | 0.45% | 66 |
|
|
2017
Q4 | $4.35M | Buy |
53,885
+50
| +0.1% | +$4.04K | 0.46% | 62 |
|
|
2017
Q3 | $4.17M | Buy |
53,835
+2,230
| +4% | +$173K | 0.53% | 52 |
|
|
2017
Q2 | $3.82M | Buy |
51,605
+3,544
| +7% | +$262K | 0.54% | 59 |
|
|
2017
Q1 | $3.34M | Buy |
48,061
+12,068
| +34% | +$839K | 0.66% | 50 |
|
|
2016
Q4 | $2.29M | Buy |
35,993
+7,595
| +27% | +$484K | 0.5% | 65 |
|
|
2016
Q3 | $1.89M | Hold |
28,398
| – | – | 0.43% | 72 |
|
|
2016
Q2 | $1.89M | Buy |
28,398
+10,118
| +55% | +$673K | 0.43% | 72 |
|
|
2016
Q1 | $1.2M | Buy |
18,280
+1,341
| +8% | +$88.3K | 0.31% | 97 |
|
|
2015
Q4 | $1.14M | Buy |
16,939
+11,510
| +212% | +$773K | 0.35% | 84 |
|
|
2015
Q3 | $347K | Buy |
5,429
+52
| +1% | +$3.32K | 0.11% | 168 |
|
|
2015
Q2 | $376K | Sell |
5,377
-356
| -6% | -$24.9K | 0.12% | 154 |
|
|
2015
Q1 | $402K | Sell |
5,733
-1,025
| -15% | -$71.9K | 0.13% | 153 |
|
|
2014
Q4 | $444K | Buy |
+6,758
| New | +$444K | 0.15% | 142 |
|