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

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-171
Closed -$7K – 856
2020
Q4 		$7K Buy
+171
New +$6.67K ﹤0.01% 1513

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's ESGE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2021, closing a stake of 171 shares — an estimated $7K sold.

Pinnacle Wealth Planning Services first reported a position in ESGE in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 451 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 171 iShares ESG Aware MSCI EM ETF shares in Q1 2021, an estimated $7K.
  • Pinnacle Wealth Planning Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares ESG Aware MSCI EM ETF position peaked at $7K in Q4 2020.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.