Pinnacle Wealth Planning Services’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.16M | Sell |
73,682
-3,654
| -5% | -$366K | 0.74% | 24 |
|
|
2025
Q4 | $7.43M | Buy |
77,336
+500
| +0.7% | +$47.4K | 0.78% | 20 |
|
|
2025
Q3 | $7.17M | Buy |
76,836
+19,635
| +34% | +$1.78M | 0.84% | 20 |
|
|
2025
Q2 | $5.11M | Buy |
57,201
+16
| +0% | +$1.37K | 0.67% | 23 |
|
|
2025
Q1 | $4.67M | Sell |
57,185
-23,234
| -29% | -$1.87M | 0.7% | 20 |
|
|
2024
Q4 | $6.08M | Buy |
80,419
+30,298
| +60% | +$2.4M | 0.91% | 15 |
|
|
2024
Q3 | $4.19M | Sell |
50,121
-5,687
| -10% | -$458K | 0.57% | 24 |
|
|
2024
Q2 | $4.37M | Sell |
55,808
-160
| -0.3% | -$12.7K | 0.62% | 20 |
|
|
2024
Q1 | $4.47M | Buy |
55,968
+839
| +2% | +$64.2K | 0.65% | 19 |
|
|
2023
Q4 | $4.15M | Sell |
55,129
-5,881
| -10% | -$416K | 0.65% | 20 |
|
|
2023
Q3 | $4.2M | Buy |
61,010
+3,337
| +6% | +$239K | 0.69% | 18 |
|
|
2023
Q2 | $4.18M | Buy |
57,673
+2,571
| +5% | +$187K | 0.68% | 18 |
|
|
2023
Q1 | $3.94M | Sell |
55,102
-11,328
| -17% | -$792K | 0.65% | 17 |
|
|
2022
Q4 | $4.36M | Sell |
66,430
-74,144
| -53% | -$4.64M | 0.77% | 18 |
|
|
2022
Q3 | $7.87M | Sell |
140,574
-5,774
| -4% | -$360K | 1.46% | 12 |
|
|
2022
Q2 | $9.14M | Buy |
146,348
+5,376
| +4% | +$366K | 1.64% | 11 |
|
|
2022
Q1 | $10.4M | Buy |
140,972
+51,751
| +58% | +$3.87M | 1.89% | 9 |
|
|
2021
Q4 | $7.02M | Buy |
89,221
+4,822
| +6% | +$382K | 1.37% | 15 |
|
|
2021
Q3 | $6.58M | Buy |
84,399
+7,731
| +10% | +$619K | 1.46% | 15 |
|
|
2021
Q2 | $6.05M | Buy |
76,668
+8,298
| +12% | +$659K | 1.41% | 15 |
|
|
2021
Q1 | $5.19M | Sell |
68,370
-3,510
| -5% | -$264K | 1.33% | 15 |
|
|
2020
Q4 | $5.24M | Buy |
71,880
+551
| +0.8% | +$37.7K | 1.25% | 14 |
|
|
2020
Q3 | $4.54M | Sell |
71,329
-7,609
| -10% | -$487K | 1.5% | 14 |
|
|
2020
Q2 | $4.8M | Buy |
78,938
+8,997
| +13% | +$520K | 1.56% | 16 |
|
|
2020
Q1 | $3.74M | Buy |
69,941
+21,424
| +44% | +$1.36M | 1.78% | 12 |
|
|
2019
Q4 | $3.37M | Sell |
48,517
-26,979
| -36% | -$1.82M | 1.58% | 10 |
|
|
2019
Q3 | $4.92M | Buy |
75,496
+20,344
| +37% | +$1.31M | 2.68% | 5 |
|
|
2019
Q2 | $3.63M | Buy |
55,152
+2,256
| +4% | +$148K | 2.19% | 7 |
|
|
2019
Q1 | $3.43M | Sell |
52,896
-127,019
| -71% | -$8M | 2.3% | 6 |
|
|
2018
Q4 | $10.6M | Buy |
179,915
+140,056
| +351% | +$8.75M | 6.77% | 2 |
|
|
2018
Q3 | $2.71M | Sell |
39,859
-842
| -2% | -$56.9K | 2.48% | 3 |
|
|
2018
Q2 | $2.73M | Buy |
40,701
+10,022
| +33% | +$703K | 2.65% | 2 |
|
|
2018
Q1 | $2.14M | Buy |
30,679
+14,881
| +94% | +$1.06M | 2.2% | 3 |
|
|
2017
Q4 | $1.11M | Buy |
+15,798
| New | +$1.1M | 2.26% | 11 |
|
Other funds holding EFA
NMIMC
Pinnacle Wealth Planning Services's EFA Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its iShares MSCI EAFE ETF (EFA) stake by 4.7% in Q1 2026, selling an estimated $366K and leaving 73,682 shares worth $7.16M. The position accounts for 0.74% of the portfolio, ranked #24.
Pinnacle Wealth Planning Services first reported a position in EFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.6M in Q4 2018. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Pinnacle Wealth Planning Services held 73,682 shares of iShares MSCI EAFE ETF worth $7.16M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 3,654 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $366K.
- iShares MSCI EAFE ETF made up 0.74% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #24 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's iShares MSCI EAFE ETF position peaked at $10.6M in Q4 2018.
- 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.