Pinnacle Wealth Planning Services
EFG icon

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
Q3 		$8.83M Buy
73,681
+805
+1% +$98.7K 0.86% 15
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.1% in Q3 2026, buying an estimated $98.7K and bringing the position to 73,681 shares worth $8.83M. The position accounts for 0.86% of the portfolio, ranked #15.

Pinnacle Wealth Planning Services first reported a position in EFG in Q4 2020 and has held it in 20 quarters since. The position peaked at $10.7M in Q2 2022. 545 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 73,681 shares of iShares MSCI EAFE Growth ETF worth $8.83M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 805 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $98.7K.
  • iShares MSCI EAFE Growth ETF made up 0.86% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #15 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's iShares MSCI EAFE Growth ETF position peaked at $10.7M in Q2 2022.
  • 545 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.