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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.5% in Q1 2026, buying an estimated $712K and bringing the position to 69,861 shares worth $7.78M. The position accounts for 0.8% of the portfolio, ranked #18.

Pinnacle Wealth Planning Services first reported a position in EFG in Q4 2020 and has held it in 18 quarters since. The position peaked at $10.7M in Q2 2022. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 69,861 shares of iShares MSCI EAFE Growth ETF worth $7.78M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 6,058 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $712K.
  • iShares MSCI EAFE Growth ETF made up 0.8% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #18 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's iShares MSCI EAFE Growth ETF position peaked at $10.7M in Q2 2022.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.