Pinnacle Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pinnacle Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$5.23M	Buy	+48,745	New	+$5.18M	0.21%	119

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Pinnacle Wealth Advisors's EFG Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2021: 48,745 shares worth $5.23M. The stake represents 0.21% of the portfolio and ranks #119 among its holdings.

615 funds tracked by Wall St. Rank hold EFG as of Q2 2021.

Pinnacle Wealth Advisors held 48,745 shares of iShares MSCI EAFE Growth ETF worth $5.23M as of Q2 2021.
iShares MSCI EAFE Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares MSCI EAFE Growth ETF made up 0.21% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #119 holding.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.