Pinnacle Financial Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.57M | Buy |
77,507
+22,651
| +41% | +$1.34M | 0.09% | 175 |
|
|
2024
Q4 | $2.88M | Buy |
54,856
+15,798
| +40% | +$829K | 0.06% | 199 |
|
|
2024
Q3 | $2.25M | Buy |
39,058
+828
| +2% | +$47.6K | 0.05% | 219 |
|
|
2024
Q2 | $2.03M | Buy |
38,230
+6,882
| +22% | +$365K | 0.04% | 220 |
|
|
2024
Q1 | $1.71M | Buy |
31,348
+5,718
| +22% | +$311K | 0.04% | 234 |
|
|
2023
Q4 | $1.34M | Buy |
25,630
+665
| +3% | +$34.6K | 0.03% | 241 |
|
|
2023
Q3 | $1.22M | Sell |
24,965
-76,877
| -75% | -$3.76M | 0.03% | 235 |
|
|
2023
Q2 | $4.98M | Buy |
101,842
+10,837
| +12% | +$530K | 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% | +$240K | 0.12% | 154 |
|
|
2022
Q3 | $3.18M | Buy |
82,592
+1,444
| +2% | +$55.7K | 0.12% | 158 |
|
|
2022
Q2 | $3.52M | Buy |
81,148
+1,360
| +2% | +$59K | 0.13% | 155 |
|
|
2022
Q1 | $4.01M | Sell |
79,788
-1,093
| -1% | -$54.9K | 0.13% | 155 |
|
|
2021
Q4 | $4.08M | Buy |
80,881
+2,031
| +3% | +$102K | 0.13% | 155 |
|
|
2021
Q3 | $4.01M | Buy |
78,850
+7,335
| +10% | +$373K | 0.14% | 150 |
|
|
2021
Q2 | $3.7M | Buy |
71,515
+8,056
| +13% | +$417K | 0.15% | 134 |
|
|
2021
Q1 | $3.23M | Buy |
63,459
+2,978
| +5% | +$152K | 0.15% | 134 |
|
|
2020
Q4 | $2.85M | Sell |
60,481
-3,639
| -6% | -$172K | 0.14% | 140 |
|
|
2020
Q3 | $2.59M | Sell |
64,120
-849
| -1% | -$34.3K | 0.14% | 139 |
|
|
2020
Q2 | $2.6M | Sell |
64,969
-1,399
| -2% | -$55.9K | 0.15% | 134 |
|
|
2020
Q1 | $2.37M | Buy |
66,368
+1,106
| +2% | +$39.5K | 0.16% | 132 |
|
|
2019
Q4 | $3.26M | Sell |
65,262
-2,299
| -3% | -$115K | 0.2% | 126 |
|
|
2019
Q3 | $3.2M | Buy |
67,561
+559
| +0.8% | +$26.5K | 0.23% | 122 |
|
|
2019
Q2 | $3.22M | Buy |
67,002
+1,349
| +2% | +$64.9K | 0.24% | 118 |
|
|
2019
Q1 | $3.21M | Buy |
65,653
+7,334
| +13% | +$359K | 0.26% | 113 |
|
|
2018
Q4 | $2.64M | Sell |
58,319
-20,020
| -26% | -$905K | 0.25% | 114 |
|
|
2018
Q3 | $4.07M | Sell |
78,339
-3,512
| -4% | -$182K | 0.34% | 86 |
|
|
2018
Q2 | $4.2M | Buy |
81,851
+858
| +1% | +$44K | 0.4% | 73 |
|
|
2018
Q1 | $4.42M | Buy |
80,993
+2,219
| +3% | +$121K | 0.45% | 69 |
|
|
2017
Q4 | $4.35M | Buy |
78,774
+796
| +1% | +$43.9K | 0.46% | 63 |
|
|
2017
Q3 | $4.26M | Buy |
77,978
+2,133
| +3% | +$116K | 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% | +$787K | 0.73% | 45 |
|
|
2016
Q4 | $2.72M | Buy |
57,463
+11,866
| +26% | +$561K | 0.59% | 49 |
|
|
2016
Q3 | $2.01M | Hold |
45,597
| – | – | 0.45% | 68 |
|
|
2016
Q2 | $2.01M | Buy |
45,597
+17,469
| +62% | +$770K | 0.46% | 71 |
|
|
2016
Q1 | $1.26M | Sell |
28,128
-173
| -0.6% | -$7.76K | 0.32% | 91 |
|
|
2015
Q4 | $1.32M | Buy |
28,301
+19,825
| +234% | +$923K | 0.41% | 70 |
|
|
2015
Q3 | $392K | Buy |
8,476
+124
| +1% | +$5.74K | 0.12% | 157 |
|
|
2015
Q2 | $437K | Sell |
8,352
-653
| -7% | -$34.2K | 0.14% | 146 |
|
|
2015
Q1 | $480K | Sell |
9,005
-1,619
| -15% | -$86.3K | 0.16% | 140 |
|
|
2014
Q4 | $542K | Buy |
+10,624
| New | +$542K | 0.19% | 127 |
|