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

Pinnacle Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$6.74M Buy
+89,984
New +$6.79M 0.27% 103

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2021: 89,984 shares worth $6.74M. The stake represents 0.27% of the portfolio and ranks #103 among its holdings.

1,305 funds tracked by Wall St. Rank hold IEFA as of Q2 2021.

  • Pinnacle Wealth Advisors held 89,984 shares of iShares Core MSCI EAFE ETF worth $6.74M as of Q2 2021.
  • iShares Core MSCI EAFE ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
  • iShares Core MSCI EAFE ETF made up 0.27% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #103 holding.
  • 1,305 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2021.

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