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

Pinnacle Associates’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
2026 Q1	$253K	Hold	1,787	–	–	﹤0.01%	850
2025 Q4	$266K	Sell	1,787 -200	-10%	-$29.6K	﹤0.01%	828
2025 Q3	$289K	Hold	1,987	–	–	﹤0.01%	761
2025 Q2	$269K	Hold	1,987	–	–	﹤0.01%	763
2025 Q1	$242K	Hold	1,987	–	–	﹤0.01%	761
2024 Q4	$256K	Hold	1,987	–	–	﹤0.01%	751
2024 Q3	$208K	Hold	1,987	–	–	﹤0.01%	760
2024 Q2	$237K	Hold	1,987	–	–	﹤0.01%	744
2024 Q1	$228K	Hold	1,987	–	–	﹤0.01%	765
2023 Q4	$208K	Buy	+1,987	New	+$195K	﹤0.01%	772
2022 Q2	–	Sell	-1,987	Closed	-$201K	–	759
2022 Q1	$201K	Hold	1,987	–	–	﹤0.01%	756
2021 Q4	$214K	Buy	+1,987	New	+$208K	﹤0.01%	748

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Associates's ESGU Position: Q1 2026 in Review

Pinnacle Associates held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,787 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Pinnacle Associates first reported a position in ESGU in Q4 2021 and has held it in 12 quarters since. The position peaked at $289K in Q3 2025. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Pinnacle Associates held 1,787 shares of iShares ESG Aware MSCI USA ETF worth $253K as of Q1 2026.
Pinnacle Associates left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #850 holding.
Pinnacle Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
Pinnacle Associates's iShares ESG Aware MSCI USA ETF position peaked at $289K in Q3 2025.
808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.