Pinnacle Wealth Planning Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.1K	Hold	1,005	–	–	0.01%	890
2026 Q1	$91K	Sell	1,005 -800	-44%	-$74.7K	0.01%	851
2025 Q4	$161K	Buy	+1,805	New	+$160K	0.02%	551
2023 Q2	–	Sell	-6,082	Closed	-$407K	–	488
2023 Q1	$407K	Sell	6,082 -336	-5%	-$22K	0.07%	210
2022 Q4	$396K	Buy	6,418 +1,174	+22%	+$69.1K	0.07%	203
2022 Q3	$276K	Hold	5,244	–	–	0.05%	256
2022 Q2	$309K	Hold	5,244	–	–	0.06%	241
2022 Q1	$365K	Hold	5,244	–	–	0.07%	231
2021 Q4	$391K	Buy	5,244 +233	+5%	+$17.5K	0.08%	210
2021 Q3	$372K	Buy	5,011 +106	+2%	+$8.06K	0.08%	203
2021 Q2	$367K	Sell	4,905 -123	-2%	-$9.29K	0.09%	194
2021 Q1	$362K	Buy	5,028 +147	+3%	+$10.5K	0.09%	182
2020 Q4	$337K	Sell	4,881 -28	-0.6%	-$1.81K	0.08%	174
2020 Q3	$296K	Buy	4,909 +3	+0.1%	+$181	0.1%	171
2020 Q2	$280K	Sell	4,906 -5,302	-52%	-$287K	0.09%	167
2020 Q1	$509K	Buy	+10,208	New	+$607K	0.24%	84
2019 Q4	–	Sell	-3,383	Closed	-$206K	–	247
2019 Q3	$206K	Buy	+3,383	New	+$204K	0.11%	177

Other funds holding IEFA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,005 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #890.

Pinnacle Wealth Planning Services first reported a position in IEFA in Q3 2019 and has held it in 17 quarters since. The position peaked at $509K in Q1 2020. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Pinnacle Wealth Planning Services held 1,005 shares of iShares Core MSCI EAFE ETF worth $97.1K as of Q2 2026.
Pinnacle Wealth Planning Services left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #890 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 17 quarters since.
Pinnacle Wealth Planning Services's iShares Core MSCI EAFE ETF position peaked at $509K in Q1 2020.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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