Pinnacle Wealth Planning Services
IEFA icon

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
Q3 		$97.4K Hold
1,005
– – 0.01% 872
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 1,005 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #872.

Pinnacle Wealth Planning Services first reported a position in IEFA in Q3 2019 and has held it in 18 quarters since. The position peaked at $509K in Q1 2020. 1,613 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,005 shares of iShares Core MSCI EAFE ETF worth $97.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #872 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's iShares Core MSCI EAFE ETF position peaked at $509K in Q1 2020.
  • 1,613 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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