Pinnacle Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3.7M	Buy	+71,515	New	+$3.78M	0.15%	134

Other funds holding EFV

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2021: 71,515 shares worth $3.7M. The stake represents 0.15% of the portfolio and ranks #134 among its holdings.

599 funds tracked by Wall St. Rank hold EFV as of Q2 2021.

Pinnacle Wealth Advisors held 71,515 shares of iShares MSCI EAFE Value ETF worth $3.7M as of Q2 2021.
iShares MSCI EAFE Value ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares MSCI EAFE Value ETF made up 0.15% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #134 holding.
599 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2021.

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