Pinnacle Wealth Planning Services
EFV icon

Pinnacle Wealth Planning Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.6M Buy
393,512
+2,494
+0.6% +$101K 1.52% 10
2026
Q2 		$15M Buy
391,018
+13,032
+3% +$505K 1.43% 9
2026
Q1 		$14.1M Buy
377,986
+25,430
+7% +$956K 1.45% 9
2025
Q4 		$12.6M Buy
352,556
+14,320
+4% +$498K 1.31% 12
2025
Q3 		$11.5M Buy
338,236
+21,826
+7% +$719K 1.34% 12
2025
Q2 		$10M Buy
316,410
+13,128
+4% +$402K 1.32% 12
2025
Q1 		$8.94M Buy
303,282
+16,128
+6% +$456K 1.34% 11
2024
Q4 		$7.53M Buy
287,154
+13,358
+5% +$366K 1.13% 13
2024
Q3 		$7.88M Buy
273,796
+4,340
+2% +$120K 1.07% 14
2024
Q2 		$7.15M Buy
269,456
+10,884
+4% +$296K 1.02% 13
2024
Q1 		$7.03M Buy
258,572
+11,690
+5% +$305K 1.03% 13
2023
Q4 		$6.43M Buy
246,882
+5,122
+2% +$127K 1.01% 14
2023
Q3 		$5.91M Buy
241,760
+10,934
+5% +$271K 0.97% 15
2023
Q2 		$5.65M Buy
230,826
+9,654
+4% +$238K 0.91% 15
2023
Q1 		$5.37M Sell
221,172
-3,430
-2% -$83K 0.89% 16
2022
Q4 		$5.15M Buy
224,602
+43,610
+24% +$947K 0.92% 17
2022
Q3 		$3.49M Buy
180,992
+78,192
+76% +$1.67M 0.64% 25
2022
Q2 		$2.23M Buy
102,800
+76,452
+290% +$1.82M 0.4% 46
2022
Q1 		$662K Buy
+26,348
New +$670K 0.12% 131

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.64% in Q3 2026, buying an estimated $101K and bringing the position to 393,512 shares worth $15.6M. The position accounts for 1.52% of the portfolio, ranked #10.

Pinnacle Wealth Planning Services first reported a position in EFV in Q1 2022 and has held it in 19 quarters since. 788 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 393,512 shares of iShares MSCI EAFE Value ETF worth $15.6M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2,494 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $101K.
  • iShares MSCI EAFE Value ETF made up 1.52% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #10 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 19 quarters since.
  • 788 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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