Pinnacle Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pinnacle Advisory Group’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$325K	Buy	7,495 +2,492	+50%	+$111K	0.02%	197
2020 Q4	$210K	Buy	+5,003	New	+$195K	0.01%	178

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Pinnacle Advisory Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 50% in Q1 2021, buying an estimated $111K and bringing the position to 7,495 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #197.

Pinnacle Advisory Group first reported a position in ESGE in Q4 2020 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

Pinnacle Advisory Group held 7,495 shares of iShares ESG Aware MSCI EM ETF worth $325K as of Q1 2021.
Pinnacle Advisory Group bought 2,492 iShares ESG Aware MSCI EM ETF shares in Q1 2021, an estimated $111K.
iShares ESG Aware MSCI EM ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #197 holding.
Pinnacle Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 2 quarters since.
452 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

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