Pinnacle Wealth Planning Services, Inc. Msci Eafe Value 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 Value ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 151,641 shares of EFV stock, worth $9.66 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

151,641

Previous 143,577 5.62%

Holding current value

$9.66 Million

Previous $7.53 Million 18.64%

% of portfolio

1.37%

Previous 1.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$51.88 - $60.73 $418,360 - $489,726	8,064 Added 5.62%	151,641 $8.94 Million
Q4 2024 Feb 06, 2025	BUY	$51.78 - $57.15 $345,838 - $381,704	6,679 Added 4.88%	143,577 $7.53 Million
Q3 2024 Nov 13, 2024	BUY	$51.72 - $57.96 $112,232 - $125,773	2,170 Added 1.61%	136,898 $7.88 Million
Q2 2024 Aug 09, 2024	BUY	$52.34 - $56.41 $284,834 - $306,983	5,442 Added 4.21%	134,728 $7.15 Million
Q1 2024 May 09, 2024	BUY	$50.46 - $54.5 $294,938 - $318,552	5,845 Added 4.74%	129,286 $7.03 Million
Q4 2023 Feb 07, 2024	BUY	$46.57 - $52.25 $119,265 - $133,812	2,561 Added 2.12%	123,441 $6.43 Million
Q3 2023 Nov 07, 2023	BUY	$47.71 - $51.06 $260,830 - $279,145	5,467 Added 4.74%	120,880 $5.91 Million
Q2 2023 Aug 07, 2023	BUY	$47.6 - $50.24 $229,765 - $242,508	4,827 Added 4.36%	115,413 $5.65 Million
Q1 2023 May 03, 2023	SELL	$45.61 - $50.02 $78,221 - $85,784	-1,715 Reduced 1.53%	110,586 $5.37 Million
Q4 2022 Feb 13, 2023	BUY	$38.5 - $46.73 $839,492 - $1.02 Million	21,805 Added 24.09%	112,301 $5.15 Million
Q3 2022 Nov 09, 2022	BUY	$38.45 - $45.24 $1.5 Million - $1.77 Million	39,096 Added 76.06%	90,496 $3.49 Million
Q2 2022 Aug 03, 2022	BUY	$43.33 - $50.78 $1.66 Million - $1.94 Million	38,226 Added 290.16%	51,400 $2.23 Million
Q1 2022 Apr 20, 2022	BUY	$45.64 - $53.35 $601,261 - $702,832	13,174 New	13,174 $662,000

Others Institutions Holding EFV

# of Institutions

1,156

Shares Held

311M

Call Options Held

1.56M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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