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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 44% in Q1 2026, selling an estimated $74.7K and leaving 1,005 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #851.

Pinnacle Wealth Planning Services first reported a position in IEFA in Q3 2019 and has held it in 16 quarters since. The position peaked at $509K in Q1 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Pinnacle Wealth Planning Services held 1,005 shares of iShares Core MSCI EAFE ETF worth $91K as of Q1 2026.
Pinnacle Wealth Planning Services sold 800 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $74.7K.
iShares Core MSCI EAFE ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #851 holding.
Pinnacle Wealth Planning Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 16 quarters since.
Pinnacle Wealth Planning Services's iShares Core MSCI EAFE ETF position peaked at $509K in Q1 2020.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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