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Sage Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sage Financial Group’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 		$711K Buy
6,911
+137
+2% +$13.9K 0.04% 69
2026
Q1 		$648K Buy
6,774
+297
+5% +$29.4K 0.04% 66
2025
Q4 		$616K Sell
6,477
-351
-5% -$33.1K 0.04% 67
2025
Q3 		$635K Buy
6,828
+237
+4% +$21.4K 0.04% 62
2025
Q2 		$588K Sell
6,591
-8
-0.1% -$682 0.04% 62
2025
Q1 		$539K Buy
6,599
+188
+3% +$15.2K 0.04% 65
2024
Q4 		$488K Buy
6,411
+119
+2% +$9.47K 0.04% 71
2024
Q3 		$530K Buy
6,292
+21
+0.3% +$1.7K 0.04% 66
2024
Q2 		$494K Buy
6,271
+583
+10% +$46.3K 0.04% 65
2024
Q1 		$455K Buy
5,688
+999
+21% +$76.5K 0.04% 74
2023
Q4 		$354K Sell
4,689
-228
-5% -$16.1K 0.03% 82
2023
Q3 		$340K Buy
4,917
+157
+3% +$11.3K 0.04% 78
2023
Q2 		$347K Buy
4,760
+261
+6% +$19K 0.04% 76
2023
Q1 		$323K Sell
4,499
-843
-16% -$59.2K 0.04% 81
2022
Q4 		$351K Buy
5,342
+78
+1% +$4.9K 0.04% 76
2022
Q3 		$295K Buy
5,264
+933
+22% +$58.5K 0.04% 74
2022
Q2 		$272K Buy
+4,331
New +$296K 0.04% 76

Other funds holding ESGD

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sage Financial Group's ESGD Position: Q2 2026 in Review

Sage Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,911 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #69.

Sage Financial Group first reported a position in ESGD in Q2 2022 and has held it in 17 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Sage Financial Group held 6,911 shares of iShares ESG Aware MSCI EAFE ETF worth $711K as of Q2 2026.
  • Sage Financial Group bought 137 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $13.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Sage Financial Group's portfolio in Q2 2026, its #69 holding.
  • Sage Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.