Pinnacle Private Wealth’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
2022
Q2
$403K Hold
4,803
0.16% 155
2022
Q1
$487K Buy
4,803
+1,688
+54% +$171K 0.15% 156
2021
Q4
$336K Buy
+3,115
New +$336K 0.11% 193