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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
7,423
-294
-4% -$24.5K 0.05% 194
2025
Q1
$584K Buy
7,717
+2,123
+38% +$161K 0.05% 187
2024
Q4
$393K Buy
+5,594
New +$393K 0.04% 240