Sage Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sage Advisory 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
2026 Q3	$738K	Sell	13,635 -4	-0%	-$213	0.4%	35
2026 Q2	$746K	Sell	13,639 -453	-3%	-$23.7K	0.37%	35
2026 Q1	$641K	Buy	14,092 +1,745	+14%	+$82.5K	0.35%	34
2025 Q4	$545K	Hold	12,347	–	–	0.3%	36
2025 Q3	$536K	Sell	12,347 -145	-1%	-$5.92K	0.28%	38
2025 Q2	$489K	Sell	12,492 -520	-4%	-$18.8K	0.27%	39
2025 Q1	$455K	Hold	13,012	–	–	0.27%	36
2024 Q4	$434K	Buy	13,012 +220	+2%	+$7.76K	0.26%	37
2024 Q3	$429K	Hold	12,792	–	–	0.12%	40
2024 Q2	$429K	Sell	12,792 -2,090	-14%	-$68.8K	0.12%	40
2024 Q1	$480K	Buy	14,882 +786	+6%	+$24.8K	0.13%	38
2023 Q4	$452K	Hold	14,096	–	–	0.12%	47
2023 Q3	$427K	Buy	14,096 +499	+4%	+$15.8K	0.12%	44
2023 Q2	$430K	Buy	13,597 +5,094	+60%	+$160K	0.13%	41
2023 Q1	$268K	Sell	8,503 -4,929	-37%	-$156K	0.08%	42
2022 Q4	$404K	Buy	13,432 +6,065	+82%	+$178K	0.12%	42
2022 Q3	$204K	Buy	7,367 +364	+5%	+$11.4K	0.06%	45
2022 Q2	$226K	Sell	7,003 -413	-6%	-$14K	0.06%	51
2022 Q1	$272K	Buy	7,416 +10	+0.1%	+$384	0.07%	48
2021 Q4	$294K	Buy	7,406 +1,115	+18%	+$46K	0.07%	53
2021 Q3	$261K	Buy	6,291 +428	+7%	+$18.3K	0.07%	57
2021 Q2	$265K	Sell	5,863 -1,667	-22%	-$73.8K	0.07%	53
2021 Q1	$326K	Sell	7,530 -5,336	-41%	-$237K	0.08%	47
2020 Q4	$540K	Sell	12,866 -431	-3%	-$16.8K	0.14%	44
2020 Q3	$474K	Buy	13,297 +5,587	+72%	+$198K	0.16%	48
2020 Q2	$247K	Sell	7,710 -256	-3%	-$7.69K	0.08%	49
2020 Q1	$218K	Hold	7,966	–	–	0.08%	45
2019 Q4	$286K	Buy	+7,966	New	+$273K	0.09%	54
2018 Q4	–	Sell	-7,048	Closed	-$235K	–	55
2018 Q3	$235K	Buy	+7,048	New	+$237K	0.02%	55

Other funds holding ESGE

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Intergy Private Wealth Colorado Springs, Colorado $445M AUM 17.63% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Sage Advisory Services's ESGE Position: Q3 2026 in Review

Sage Advisory Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.03% in Q3 2026, selling an estimated $213 and leaving 13,635 shares worth $738K. The position accounts for 0.4% of the portfolio, ranked #35.

Sage Advisory Services first reported a position in ESGE in Q3 2018 and has held it in 29 quarters since. The position peaked at $746K in Q2 2026. 267 funds tracked by Wall St. Rank hold ESGE as of Q3 2026.

Sage Advisory Services held 13,635 shares of iShares ESG Aware MSCI EM ETF worth $738K as of Q3 2026.
Sage Advisory Services sold 4 iShares ESG Aware MSCI EM ETF shares in Q3 2026, an estimated $213.
iShares ESG Aware MSCI EM ETF made up 0.4% of Sage Advisory Services's portfolio in Q3 2026, its #35 holding.
Sage Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 29 quarters since.
Sage Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $746K in Q2 2026.
267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.