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 134,728 shares of EFV stock, worth $7.47 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
134,728
Previous 129,286 4.21%
Holding current value
$7.47 Million
Previous $7.03 Million 1.59%
% of portfolio
1.03%
Previous 1.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MSCI EAFE VALUE ETF


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

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. 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 Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.