Pinnacle Wealth Planning Services, Inc. Msci Eafe Growth ETF Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 52,446 shares of EFG stock, worth $5.88 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

52,446

Previous 49,392 6.18%

Holding current value

$5.88 Million

Previous $4.78 Million 9.66%

% of portfolio

0.8%

Previous 0.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$96.1 - $106.37 $293,489 - $324,853	3,054 Added 6.18%	52,446 $5.24 Million
Q4 2024 Feb 06, 2025	BUY	$96.83 - $106.88 $233,360 - $257,580	2,410 Added 5.13%	49,392 $4.78 Million
Q3 2024 Nov 13, 2024	BUY	$96.84 - $108.77 $77,084 - $86,580	796 Added 1.72%	46,982 $5.06 Million
Q2 2024 Aug 09, 2024	BUY	$97.17 - $106.25 $137,592 - $150,450	1,416 Added 3.16%	46,186 $4.72 Million
Q1 2024 May 09, 2024	BUY	$93.77 - $104.85 $93,113 - $104,116	993 Added 2.27%	44,770 $4.65 Million
Q4 2023 Feb 07, 2024	BUY	$82.53 - $96.98 $215,485 - $253,214	2,611 Added 6.34%	43,777 $4.24 Million
Q3 2023 Nov 07, 2023	BUY	$85.55 - $97.39 $41,491 - $47,234	485 Added 1.19%	41,166 $3.55 Million
Q2 2023 Aug 07, 2023	SELL	$93.15 - $96.95 $102,371 - $106,548	-1,099 Reduced 2.63%	40,681 $3.88 Million
Q1 2023 May 03, 2023	SELL	$84.36 - $93.68 $338,958 - $376,406	-4,018 Reduced 8.77%	41,780 $3.91 Million
Q4 2022 Feb 13, 2023	SELL	$72.2 - $88.14 $7.11 Million - $8.68 Million	-98,441 Reduced 68.25%	45,798 $3.84 Million
Q3 2022 Nov 09, 2022	BUY	$71.9 - $88.11 $780,043 - $955,905	10,849 Added 8.13%	144,239 $10.5 Million
Q2 2022 Aug 03, 2022	BUY	$77.95 - $97.78 $7.74 Million - $9.71 Million	99,311 Added 291.41%	133,390 $10.7 Million
Q1 2022 Apr 20, 2022	BUY	$87.3 - $110.53 $2.98 Million - $3.77 Million	34,079 New	34,079 $3.28 Million
Q1 2021 Apr 29, 2021	SELL	$97.17 - $105.39 $23,612 - $25,609	-243 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$86.3 - $101.51 $20,970 - $24,666	243 New	243 $24,000

Others Institutions Holding EFG

# of Institutions

1,088

Shares Held

120M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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Pinnacle Wealth Planning Services, Inc. Msci Eafe Growth ETF Transaction History