A detailed history of Pinnacle Family Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,356 shares of EFG stock, worth $522,531. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,356
Previous 3,854 38.97%
Holding current value
$522,531
Previous $394,000 46.19%
% of portfolio
0.34%
Previous 0.24%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$96.84 - $108.77 $145,453 - $163,372
1,502 Added 38.97%
5,356 $576,000
Q2 2024

Aug 14, 2024

SELL
$97.17 - $106.25 $71,517 - $78,200
-736 Reduced 16.03%
3,854 $394,000
Q1 2024

May 15, 2024

BUY
$93.77 - $104.85 $36,757 - $41,101
392 Added 9.34%
4,590 $476,000
Q4 2023

Feb 14, 2024

SELL
$82.53 - $96.98 $80,384 - $94,458
-974 Reduced 18.83%
4,198 $406,000
Q3 2023

Nov 14, 2023

SELL
$85.55 - $97.39 $75,198 - $85,605
-879 Reduced 14.53%
5,172 $446,000
Q2 2023

Aug 14, 2023

BUY
$93.15 - $96.95 $142,240 - $148,042
1,527 Added 33.75%
6,051 $577,000
Q1 2023

May 15, 2023

BUY
$84.36 - $93.68 $19,234 - $21,359
228 Added 5.31%
4,524 $423,000
Q4 2022

Feb 10, 2023

SELL
$72.2 - $88.14 $17,689 - $21,594
-245 Reduced 5.4%
4,296 $359,000
Q3 2022

Nov 14, 2022

BUY
$71.9 - $88.11 $69,671 - $85,378
969 Added 27.13%
4,541 $329,000
Q2 2022

Aug 15, 2022

SELL
$77.95 - $97.78 $58,540 - $73,432
-751 Reduced 17.37%
3,572 $287,000
Q1 2022

May 16, 2022

SELL
$87.3 - $110.53 $39,372 - $49,849
-451 Reduced 9.45%
4,323 $416,000
Q4 2021

Feb 14, 2022

BUY
$105.06 - $113.44 $122,499 - $132,271
1,166 Added 32.32%
4,774 $527,000
Q3 2021

Nov 12, 2021

SELL
$105.79 - $113.94 $634 - $683
-6 Reduced 0.17%
3,608 $384,000
Q2 2021

Aug 16, 2021

SELL
$102.07 - $109.39 $10,921 - $11,704
-107 Reduced 2.88%
3,614 $388,000
Q1 2021

May 14, 2021

BUY
$97.17 - $105.39 $35,758 - $38,783
368 Added 10.98%
3,721 $374,000
Q4 2020

Feb 16, 2021

BUY
$86.3 - $101.51 $289,363 - $340,363
3,353 New
3,353 $338,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.