Pinnacle Wealth Management Advisory Group’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
2025
Q2
$212K Buy
+1,565
New +$212K 0.02% 350
2025
Q1
Sell
-1,565
Closed -$202K 367
2024
Q4
$202K Buy
+1,565
New +$202K 0.02% 346