Pinnacle Wealth Planning Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.07M	Buy	72,876 +3,015	+4%	+$364K	0.86%	17
2026 Q1	$7.78M	Buy	69,861 +6,058	+9%	+$712K	0.8%	18
2025 Q4	$7.27M	Buy	63,803 +2,402	+4%	+$275K	0.76%	22
2025 Q3	$6.99M	Buy	61,401 +6,184	+11%	+$689K	0.82%	21
2025 Q2	$6.18M	Buy	55,217 +2,771	+5%	+$292K	0.81%	17
2025 Q1	$5.24M	Buy	52,446 +3,054	+6%	+$311K	0.79%	17
2024 Q4	$4.78M	Buy	49,392 +2,410	+5%	+$245K	0.72%	22
2024 Q3	$5.06M	Buy	46,982 +796	+2%	+$82.6K	0.69%	17
2024 Q2	$4.72M	Buy	46,186 +1,416	+3%	+$145K	0.68%	17
2024 Q1	$4.65M	Buy	44,770 +993	+2%	+$98.9K	0.68%	17
2023 Q4	$4.24M	Buy	43,777 +2,611	+6%	+$234K	0.67%	18
2023 Q3	$3.55M	Buy	41,166 +485	+1%	+$44.7K	0.59%	23
2023 Q2	$3.88M	Sell	40,681 -1,099	-3%	-$105K	0.63%	20
2023 Q1	$3.91M	Sell	41,780 -4,018	-9%	-$361K	0.65%	19
2022 Q4	$3.84M	Sell	45,798 -98,441	-68%	-$7.96M	0.68%	21
2022 Q3	$10.5M	Buy	144,239 +10,849	+8%	+$885K	1.93%	9
2022 Q2	$10.7M	Buy	133,390 +99,311	+291%	+$8.62M	1.93%	10
2022 Q1	$3.28M	Buy	+34,079	New	+$3.35M	0.6%	31
2021 Q1	–	Sell	-243	Closed	-$24K	–	814
2020 Q4	$24K	Buy	+243	New	+$23K	0.01%	1084

Other funds holding EFG

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.3% in Q2 2026, buying an estimated $364K and bringing the position to 72,876 shares worth $9.07M. The position accounts for 0.86% of the portfolio, ranked #17.

Pinnacle Wealth Planning Services first reported a position in EFG in Q4 2020 and has held it in 19 quarters since. The position peaked at $10.7M in Q2 2022. 1,061 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Pinnacle Wealth Planning Services held 72,876 shares of iShares MSCI EAFE Growth ETF worth $9.07M as of Q2 2026.
Pinnacle Wealth Planning Services bought 3,015 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $364K.
iShares MSCI EAFE Growth ETF made up 0.86% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #17 holding.
Pinnacle Wealth Planning Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 19 quarters since.
Pinnacle Wealth Planning Services's iShares MSCI EAFE Growth ETF position peaked at $10.7M in Q2 2022.
1,061 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.