Sage Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sage Advisory Services’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	15,262 +662	+5%	+$67.3K	0.77%	26
2026 Q1	$1.4M	Sell	14,600 -769	-5%	-$76.1K	0.76%	25
2025 Q4	$1.46M	Hold	15,369	–	–	0.8%	27
2025 Q3	$1.43M	Sell	15,369 -10	-0.1%	-$905	0.75%	26
2025 Q2	$1.37M	Buy	15,379 +3,055	+25%	+$260K	0.75%	25
2025 Q1	$1.01M	Hold	12,324	–	–	0.59%	27
2024 Q4	$938K	Sell	12,324 -854	-6%	-$67.9K	0.56%	28
2024 Q3	$1.04M	Hold	13,178	–	–	0.29%	29
2024 Q2	$1.04M	Sell	13,178 -2,190	-14%	-$174K	0.29%	29
2024 Q1	$1.23M	Buy	15,368 +193	+1%	+$14.8K	0.34%	30
2023 Q4	$1.15M	Buy	15,175 +222	+1%	+$15.7K	0.31%	36
2023 Q3	$1.03M	Buy	14,953 +504	+3%	+$36.3K	0.29%	35
2023 Q2	$1.05M	Buy	14,449 +3,815	+36%	+$278K	0.31%	34
2023 Q1	$764K	Sell	10,634 -2,488	-19%	-$175K	0.22%	35
2022 Q4	$863K	Buy	13,122 +2,733	+26%	+$172K	0.25%	33
2022 Q3	$583K	Sell	10,389 -399	-4%	-$25K	0.18%	37
2022 Q2	$677K	Sell	10,788 -4,693	-30%	-$320K	0.19%	44
2022 Q1	$1.14M	Sell	15,481 -6,880	-31%	-$518K	0.29%	39
2021 Q4	$1.78M	Buy	22,361 +2,886	+15%	+$230K	0.44%	36
2021 Q3	$1.53M	Sell	19,475 -749	-4%	-$60.1K	0.4%	37
2021 Q2	$1.6M	Buy	20,224 +664	+3%	+$52.9K	0.44%	36
2021 Q1	$1.49M	Sell	19,560 -4	-0%	-$301	0.36%	34
2020 Q4	$1.43M	Sell	19,564 -417	-2%	-$28.5K	0.38%	37
2020 Q3	$1.27M	Buy	19,981 +5,026	+34%	+$321K	0.42%	35
2020 Q2	$906K	Buy	14,955 +7,540	+102%	+$433K	0.28%	41
2020 Q1	$394K	Hold	7,415	–	–	0.15%	38
2019 Q4	$509K	Buy	7,415 +1,976	+36%	+$132K	0.16%	45
2019 Q3	$349K	Sell	5,439 -353	-6%	-$22.3K	0.11%	46
2019 Q2	$372K	Sell	5,792 -1,433	-20%	-$91.5K	0.11%	43
2019 Q1	$456K	Buy	7,225 +1,918	+36%	+$118K	0.04%	49
2018 Q4	$303K	Buy	5,307 +63	+1%	+$3.83K	0.03%	50
2018 Q3	$347K	Sell	5,244 -273	-5%	-$17.9K	0.03%	50
2018 Q2	$359K	Buy	5,517 +622	+13%	+$42.1K	0.04%	45
2018 Q1	$329K	Sell	4,895 -1,196	-20%	-$82.2K	0.03%	48
2017 Q4	$413K	Sell	6,091 -1,701	-22%	-$114K	0.04%	38
2017 Q3	$516K	Buy	7,792 +3,167	+68%	+$204K	0.06%	35
2017 Q2	$290K	Buy	+4,625	New	+$288K	0.03%	34

Other funds holding ESGD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sage Advisory Services's ESGD Position: Q2 2026 in Review

Sage Advisory Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.5% in Q2 2026, buying an estimated $67.3K and bringing the position to 15,262 shares worth $1.57M. The position accounts for 0.77% of the portfolio, ranked #26.

Sage Advisory Services first reported a position in ESGD in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.78M in Q4 2021. 356 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Sage Advisory Services held 15,262 shares of iShares ESG Aware MSCI EAFE ETF worth $1.57M as of Q2 2026.
Sage Advisory Services bought 662 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $67.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.77% of Sage Advisory Services's portfolio in Q2 2026, its #26 holding.
Sage Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2017 and has held it in 37 quarters since.
Sage Advisory Services's iShares ESG Aware MSCI EAFE ETF position peaked at $1.78M in Q4 2021.
356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.