Pinnacle Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$629K Sell
10,068
-1,605
-14% -$109K 0.25% 97
2022
Q1
$859K Buy
11,673
+2,057
+21% +$154K 0.27% 86
2021
Q4
$757K Buy
+9,616
New +$762K 0.24% 103

Other funds holding EFA

Pinnacle Private Wealth's EFA Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2022, selling an estimated $109K and leaving 10,068 shares worth $629K. The position accounts for 0.25% of the portfolio, ranked #97.

Pinnacle Private Wealth first reported a position in EFA in Q4 2021 and has held it in 3 quarters since. The position peaked at $859K in Q1 2022. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

  • Pinnacle Private Wealth held 10,068 shares of iShares MSCI EAFE ETF worth $629K as of Q2 2022.
  • Pinnacle Private Wealth sold 1,605 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $109K.
  • iShares MSCI EAFE ETF made up 0.25% of Pinnacle Private Wealth's portfolio in Q2 2022, its #97 holding.
  • Pinnacle Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares MSCI EAFE ETF position peaked at $859K in Q1 2022.
  • 1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.