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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$394K Buy
6,699
+2,723
+68% +$175K 0.15% 156
2022
Q1
$276K Sell
3,976
-3,957
-50% -$280K 0.09% 233
2021
Q4
$592K Buy
+7,933
New +$596K 0.19% 129

Other funds holding IEFA

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

Pinnacle Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 68% in Q2 2022, buying an estimated $175K and bringing the position to 6,699 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #156.

Pinnacle Private Wealth first reported a position in IEFA in Q4 2021 and has held it in 3 quarters since. The position peaked at $592K in Q4 2021. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Pinnacle Private Wealth held 6,699 shares of iShares Core MSCI EAFE ETF worth $394K as of Q2 2022.
  • Pinnacle Private Wealth bought 2,723 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $175K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #156 holding.
  • Pinnacle Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Core MSCI EAFE ETF position peaked at $592K in Q4 2021.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

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