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iShares MSCI EAFE Value Index shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $509k 12k 43.38
2022-03-31 $762k 15k 50.23
2021-12-31 $301k 6.0k 50.39

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding iShares MSCI EAFE Value Index

Envestnet Asset Management
FMR
Us Bancorp
Jpmorgan Chase & Co
Jane Street
Morgan Stanley
LPL Financial
Ameriprise Financial
Envestnet Portfolio Solutions
Bank of America Corporation
CWM
BlackRock
Park Avenue Securities
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares MSCI EAFE Value Index