Pinnacle Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.29M | Sell |
87,107
-7,127
| -8% | -$514K | 0.13% | 158 |
|
|
2024
Q4 | $7.11M | Sell |
94,234
-5,622
| -6% | -$424K | 0.14% | 148 |
|
|
2024
Q3 | $7.79M | Sell |
99,856
-3,053
| -3% | -$238K | 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% | +$2.34M | 0.16% | 144 |
|
|
2023
Q4 | $4.78M | Buy |
68,009
+1,266
| +2% | +$89.1K | 0.11% | 165 |
|
|
2023
Q3 | $4.29M | Buy |
66,743
+6,070
| +10% | +$391K | 0.11% | 158 |
|
|
2023
Q2 | $4.1M | Buy |
60,673
+1,128
| +2% | +$76.1K | 0.1% | 156 |
|
|
2023
Q1 | $3.98M | Buy |
59,545
+963
| +2% | +$64.4K | 0.11% | 157 |
|
|
2022
Q4 | $3.61M | Sell |
58,582
-31,019
| -35% | -$1.91M | 0.1% | 157 |
|
|
2022
Q3 | $4.72M | Sell |
89,601
-16,612
| -16% | -$875K | 0.17% | 137 |
|
|
2022
Q2 | $6.25M | Buy |
106,213
+18,176
| +21% | +$1.07M | 0.22% | 123 |
|
|
2022
Q1 | $6.12M | Sell |
88,037
-8,918
| -9% | -$620K | 0.19% | 135 |
|
|
2021
Q4 | $7.24M | Buy |
96,955
+2,362
| +2% | +$176K | 0.23% | 120 |
|
|
2021
Q3 | $7.02M | Buy |
94,593
+4,609
| +5% | +$342K | 0.25% | 113 |
|
|
2021
Q2 | $6.74M | Buy |
89,984
+336
| +0.4% | +$25.2K | 0.27% | 103 |
|
|
2021
Q1 | $6.25M | Sell |
89,648
-1,252
| -1% | -$87.3K | 0.28% | 102 |
|
|
2020
Q4 | $5.64M | Sell |
90,900
-153
| -0.2% | -$9.5K | 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% | -$121K | 0.31% | 93 |
|
|
2020
Q1 | $4.88M | Sell |
97,768
-29,566
| -23% | -$1.47M | 0.34% | 88 |
|
|
2019
Q4 | $8.31M | Buy |
127,334
+1,679
| +1% | +$110K | 0.51% | 57 |
|
|
2019
Q3 | $7.67M | Buy |
125,655
+20,849
| +20% | +$1.27M | 0.55% | 57 |
|
|
2019
Q2 | $6.43M | Sell |
104,806
-4,001
| -4% | -$246K | 0.48% | 64 |
|
|
2019
Q1 | $6.61M | Buy |
108,807
+6,444
| +6% | +$392K | 0.53% | 57 |
|
|
2018
Q4 | $5.63M | Sell |
102,363
-13,487
| -12% | -$742K | 0.53% | 53 |
|
|
2018
Q3 | $7.42M | Buy |
115,850
+1,439
| +1% | +$92.2K | 0.62% | 48 |
|
|
2018
Q2 | $7.25M | Buy |
114,411
+15,011
| +15% | +$951K | 0.69% | 42 |
|
|
2018
Q1 | $6.55M | Buy |
99,400
+49,102
| +98% | +$3.23M | 0.66% | 42 |
|
|
2017
Q4 | $3.33M | Buy |
+50,298
| New | +$3.33M | 0.35% | 83 |
|
|
2017
Q3 | – | Sell |
-5,902
| Closed | -$359K | – | 362 |
|
|
2017
Q2 | $359K | Buy |
5,902
+774
| +15% | +$47.1K | 0.05% | 221 |
|
|
2017
Q1 | $297K | Buy |
+5,128
| New | +$297K | 0.06% | 204 |
|