Pinnacle Wealth Management Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2026 Q2	$223K	Buy	+1,365	New	+$216K	0.01%	500
2026 Q1	–	Sell	-1,365	Closed	-$203K	–	556
2025 Q4	$203K	Sell	1,365 -200	-13%	-$29.6K	0.01%	507
2025 Q3	$228K	Hold	1,565	–	–	0.02%	361
2025 Q2	$212K	Buy	+1,565	New	+$195K	0.02%	350
2025 Q1	–	Sell	-1,565	Closed	-$202K	–	367
2024 Q4	$202K	Buy	+1,565	New	+$203K	0.02%	346

Other funds holding ESGU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ESGU Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,365 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in ESGU as recently as Q4 2025.

Pinnacle Wealth Management Advisory Group first reported a position in ESGU in Q4 2024 and has held it in 5 quarters since. The position peaked at $228K in Q3 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,365 shares of iShares ESG Aware MSCI USA ETF worth $223K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Pinnacle Wealth Management Advisory Group position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #500 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
Pinnacle Wealth Management Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $228K in Q3 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.