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Pinnacle Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Pinnacle Advisory Group’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$380K Sell
9,868
-152
-2% -$5.73K 0.02% 188
2020
Q4 		$342K Buy
+10,020
New +$308K 0.02% 150

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinnacle Advisory Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.5% in Q1 2021, selling an estimated $5.73K and leaving 9,868 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #188.

Pinnacle Advisory Group first reported a position in ESML in Q4 2020 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold ESML as of Q1 2021.

  • Pinnacle Advisory Group held 9,868 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $380K as of Q1 2021.
  • Pinnacle Advisory Group sold 152 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2021, an estimated $5.73K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #188 holding.
  • Pinnacle Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2021.

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