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

Pinnacle Wealth Planning Services’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 		$7.37K Hold
45
– – ﹤0.01% 2181
2026
Q1 		$6.36K Hold
45
– – ﹤0.01% 2186
2025
Q4 		$6.7K Buy
+45
New +$6.65K ﹤0.01% 2183
2021
Q1 		– Sell
-189
Closed -$16K – 857
2020
Q4 		$16K Buy
+189
New +$15.3K ﹤0.01% 1231

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's ESGU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 45 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Pinnacle Wealth Planning Services first reported a position in ESGU in Q4 2020 and has held it in 4 quarters since. The position peaked at $16K in Q4 2020. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 45 shares of iShares ESG Aware MSCI USA ETF worth $7.37K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2181 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares ESG Aware MSCI USA ETF position peaked at $16K in Q4 2020.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.