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Pinnacle Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pinnacle Advisory Group’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$289K Sell
3,184
-458
-13% -$40.7K 0.01% 208
2020
Q4 		$313K Buy
3,642
+369
+11% +$30K 0.02% 159
2020
Q3 		$249K Buy
+3,273
New +$247K 0.02% 157

Other funds holding ESGU

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Pinnacle Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q1 2021, selling an estimated $40.7K and leaving 3,184 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #208.

Pinnacle Advisory Group first reported a position in ESGU in Q3 2020 and has held it in 3 quarters since. The position peaked at $313K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • Pinnacle Advisory Group held 3,184 shares of iShares ESG Aware MSCI USA ETF worth $289K as of Q1 2021.
  • Pinnacle Advisory Group sold 458 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $40.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #208 holding.
  • Pinnacle Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 3 quarters since.
  • Pinnacle Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $313K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

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