Pinnacle Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$403K Hold
4,803
0.16% 155
2022
Q1
$487K Buy
4,803
+1,688
+54% +$169K 0.15% 156
2021
Q4
$336K Buy
+3,115
New +$327K 0.11% 193

Other funds holding ESGU

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

Pinnacle Private Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2022 at 4,803 shares worth $403K. The position accounts for 0.16% of the portfolio, ranked #155.

Pinnacle Private Wealth first reported a position in ESGU in Q4 2021 and has held it in 3 quarters since. The position peaked at $487K in Q1 2022. 661 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Pinnacle Private Wealth held 4,803 shares of iShares ESG Aware MSCI USA ETF worth $403K as of Q2 2022.
  • Pinnacle Private Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2022.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #155 holding.
  • Pinnacle Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $487K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

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