Pinnacle Private Wealth’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
2022
Q2
$394K Buy
6,699
+2,723
+68% +$160K 0.15% 156
2022
Q1
$276K Sell
3,976
-3,957
-50% -$275K 0.09% 233
2021
Q4
$592K Buy
+7,933
New +$592K 0.19% 129