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

Pinnacle Family Advisors’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
2023
Q3 		– Sell
-3,244
Closed -$316K – 91
2023
Q2 		$316K Sell
3,244
-5,844
-64% -$540K 0.17% 78
2023
Q1 		$822K Sell
9,088
-1,752
-16% -$155K 0.5% 44
2022
Q4 		$919K Sell
10,840
-1,694
-14% -$145K 0.66% 33
2022
Q3 		$995K Sell
12,534
-18
-0.1% -$1.59K 0.86% 23
2022
Q2 		$1.05M Buy
12,552
+730
+6% +$66.7K 0.86% 24
2022
Q1 		$1.2M Buy
11,822
+440
+4% +$44.1K 0.64% 25
2021
Q4 		$1.23M Sell
11,382
-35
-0.3% -$3.67K 0.56% 32
2021
Q3 		$1.12M Sell
11,417
-72
-0.6% -$7.3K 0.5% 38
2021
Q2 		$1.13M Sell
11,489
-139
-1% -$13.3K 0.49% 42
2021
Q1 		$1.06M Sell
11,628
-254
-2% -$22.6K 0.55% 42
2020
Q4 		$1.02M Buy
+11,882
New +$965K 0.63% 37

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Pinnacle Family Advisors's ESGU Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 3,244 shares — an estimated $316K sold.

Pinnacle Family Advisors first reported a position in ESGU in Q4 2020 and held it in 11 quarters. The position peaked at $1.23M in Q4 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • Pinnacle Family Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 3,244 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $316K.
  • Pinnacle Family Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 11 quarters.
  • Pinnacle Family Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.23M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.