Pinnacle Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$208K | ﹤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 | +$214K | ﹤0.01% | 748 |
|