Pinnacle Wealth Planning Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
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|
2025
Q1 | $5.24M | Buy |
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|
2024
Q4 | $4.78M | Buy |
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|
2024
Q3 | $5.06M | Buy |
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|
2024
Q2 | $4.72M | Buy |
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|
2024
Q1 | $4.65M | Buy |
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|
2023
Q4 | $4.24M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.88M | Sell |
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|
2023
Q1 | $3.91M | Sell |
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|
2022
Q4 | $3.84M | Sell |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $24K | Buy |
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