Pinnacle Wealth Planning Services, Inc. EFA Holdings History
Pinnacle Wealth Planning Services, Inc.'s iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 57,185.00 shares of iShares MSCI EAFE ETF(EFA), totaling $4.67 Mil. This investment constitutes 0.7% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.01% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 16 purchases of EFA, at an average price of $67.86, for a total of 349,352.00 shares. In addition, there have been 12 sales at an average price of $65.57 for 292,167.00 shares. Based on historical transaction data and EFA's current price of $88.06, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his EFA holdings is $488,139.85, reflecting a 2.06% gain to date.
Pinnacle Wealth Planning Services, Inc. EFA ($88.06) Holding Chart
Pinnacle Wealth Planning Services, Inc. EFA ($88.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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