Sage Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sage Advisory 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
2025 Q2	–	Sell	-3,294	Closed	-$402K	–	45
2025 Q1	$402K	Hold	3,294	–	–	0.24%	38
2024 Q4	$424K	Sell	3,294 -161	-5%	-$20.9K	0.25%	38
2024 Q3	$412K	Hold	3,455	–	–	0.12%	41
2024 Q2	$412K	Sell	3,455 -600	-15%	-$68.9K	0.12%	41
2024 Q1	$466K	Buy	4,055 +6	+0.1%	+$657	0.13%	40
2023 Q4	$425K	Hold	4,049	–	–	0.11%	48
2023 Q3	$380K	Sell	4,049 -151	-4%	-$14.8K	0.11%	45
2023 Q2	$409K	Sell	4,200 -2,660	-39%	-$246K	0.12%	42
2023 Q1	$620K	Buy	6,860 +1,733	+34%	+$153K	0.18%	36
2022 Q4	$435K	Sell	5,127 -30	-0.6%	-$2.56K	0.13%	40
2022 Q3	$410K	Buy	+5,157	New	+$457K	0.13%	41
2019 Q4	–	Sell	-6,968	Closed	-$456K	–	56
2019 Q3	$456K	Buy	6,968 +1,033	+17%	+$67.2K	0.15%	41
2019 Q2	$383K	Sell	5,935 -7	-0.1%	-$444	0.11%	42
2019 Q1	$369K	Buy	+5,942	New	+$355K	0.04%	51
2018 Q4	–	Sell	-4,068	Closed	-$260K	–	56
2018 Q3	$260K	Buy	+4,068	New	+$255K	0.02%	52

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Advisory Services's ESGU Position: Q2 2025 in Review

Sage Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 3,294 shares — an estimated $402K sold.

Sage Advisory Services first reported a position in ESGU in Q3 2018 and held it in 15 quarters. The position peaked at $620K in Q1 2023. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Sage Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
Sage Advisory Services sold 3,294 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $402K.
Sage Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and held it in 15 quarters.
Sage Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $620K in Q1 2023.
771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Sage Advisory Services's 13F filing for Q2 2025, filed 6 Aug 2025.