Pinnacle Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Pinnacle Private Wealth’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,520	Closed	-$386K	–	282
2022 Q1	$386K	Sell	10,520 -3,970	-27%	-$152K	0.12%	184
2021 Q4	$576K	Buy	+14,490	New	+$597K	0.18%	133

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Private Wealth's ESGE Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 10,520 shares — an estimated $386K sold.

Pinnacle Private Wealth first reported a position in ESGE in Q4 2021 and held it in 2 quarters. The position peaked at $576K in Q4 2021. 558 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Pinnacle Private Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 10,520 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $386K.
Pinnacle Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 2 quarters.
Pinnacle Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $576K in Q4 2021.
558 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.