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Pinnacle Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pinnacle Advisory Group’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$498K Buy
6,561
+785
+14% +$59.1K 0.02% 163
2020
Q4 		$422K Buy
+5,776
New +$394K 0.03% 136

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Advisory Group's ESGD Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q1 2021, buying an estimated $59.1K and bringing the position to 6,561 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #163.

Pinnacle Advisory Group first reported a position in ESGD in Q4 2020 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold ESGD as of Q1 2021.

  • Pinnacle Advisory Group held 6,561 shares of iShares ESG Aware MSCI EAFE ETF worth $498K as of Q1 2021.
  • Pinnacle Advisory Group bought 785 iShares ESG Aware MSCI EAFE ETF shares in Q1 2021, an estimated $59.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #163 holding.
  • Pinnacle Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.