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 Q3	–	Sell	-1,787	Closed	-$292K	–	975
2026 Q2	$292K	Hold	1,787	–	–	﹤0.01%	826
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Pinnacle Associates's ESGU Position: Q3 2026 in Review

Pinnacle Associates sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026, closing a stake of 1,787 shares — an estimated $292K sold.

Pinnacle Associates first reported a position in ESGU in Q4 2021 and held it in 13 quarters. The position peaked at $292K in Q2 2026. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Pinnacle Associates reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2026 after selling out during the quarter.
Pinnacle Associates sold 1,787 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $292K.
Pinnacle Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 13 quarters.
Pinnacle Associates's iShares ESG Aware MSCI USA ETF position peaked at $292K in Q2 2026.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.