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

Pinnacle Wealth Management Advisory Group’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
2026 Q2	$670K	Buy	6,936 +26	+0.4%	+$2.5K	0.04%	237
2026 Q1	$626K	Sell	6,910 -600	-8%	-$56K	0.04%	233
2025 Q4	$672K	Buy	7,510 +87	+1%	+$7.69K	0.05%	215
2025 Q3	$648K	Hold	7,423	–	–	0.05%	194
2025 Q2	$620K	Sell	7,423 -294	-4%	-$23.3K	0.05%	194
2025 Q1	$584K	Buy	7,717 +2,123	+38%	+$159K	0.05%	187
2024 Q4	$393K	Buy	+5,594	New	+$413K	0.04%	240

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IEFA Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.38% in Q2 2026, buying an estimated $2.5K and bringing the position to 6,936 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #237.

Pinnacle Wealth Management Advisory Group first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $672K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 6,936 shares of iShares Core MSCI EAFE ETF worth $670K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 26 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.5K.
iShares Core MSCI EAFE ETF made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #237 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Pinnacle Wealth Management Advisory Group's iShares Core MSCI EAFE ETF position peaked at $672K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.