Pinnacle Wealth Management Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$738K	Buy	7,600 +200	+3%	+$20K	0.05%	208
2025 Q4	$711K	Buy	7,400 +1,595	+27%	+$151K	0.05%	204
2025 Q3	$542K	Buy	5,805 +900	+18%	+$81.8K	0.04%	218
2025 Q2	$438K	Buy	4,905 +250	+5%	+$21.3K	0.04%	235
2025 Q1	$380K	Hold	4,655	–	–	0.04%	247
2024 Q4	$352K	Sell	4,655 -100	-2%	-$7.92K	0.03%	265
2024 Q3	$398K	Hold	4,755	–	–	0.04%	231
2024 Q2	$372K	Buy	4,755 +100	+2%	+$7.92K	0.04%	238
2024 Q1	$372K	Buy	4,655 +625	+16%	+$47.8K	0.04%	225
2023 Q4	$304K	Buy	4,030 +1,121	+39%	+$79.2K	0.04%	242
2023 Q3	$200K	Buy	+2,909	New	+$208K	0.03%	301
2022 Q3	–	Sell	-9,500	Closed	-$594K	–	280
2022 Q2	$594K	Buy	9,500 +5,900	+164%	+$402K	0.1%	155
2022 Q1	$265K	Hold	3,600	–	–	0.04%	241
2021 Q4	$283K	Buy	+3,600	New	+$285K	0.05%	221
2020 Q1	–	Sell	-9,482	Closed	-$658K	–	172
2019 Q4	$658K	Sell	9,482 -200	-2%	-$13.5K	0.25%	102
2019 Q3	$631K	Sell	9,682 -110	-1%	-$7.09K	0.26%	93
2019 Q2	$644K	Buy	9,792 +3,691	+60%	+$242K	0.27%	94
2019 Q1	$396K	Sell	6,101 -150	-2%	-$9.45K	0.18%	118
2018 Q4	$367K	Buy	+6,251	New	+$390K	0.2%	117

Other funds holding EFA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's EFA Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q1 2026, buying an estimated $20K and bringing the position to 7,600 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #208.

Pinnacle Wealth Management Advisory Group first reported a position in EFA in Q4 2018 and has held it in 19 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 7,600 shares of iShares MSCI EAFE ETF worth $738K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 200 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $20K.
iShares MSCI EAFE ETF made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #208 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 19 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.