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Sage Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sage Financial Group’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
Q2 		$1.46M Buy
26,784
+729
+3% +$38.1K 0.08% 51
2026
Q1 		$1.18M Buy
26,055
+10,377
+66% +$491K 0.08% 51
2025
Q4 		$692K Sell
15,678
-54
-0.3% -$2.38K 0.05% 62
2025
Q3 		$683K Buy
15,732
+51
+0.3% +$2.08K 0.05% 60
2025
Q2 		$614K Sell
15,681
-83
-0.5% -$3K 0.05% 60
2025
Q1 		$551K Buy
15,764
+414
+3% +$14.4K 0.04% 63
2024
Q4 		$513K Buy
15,350
+2,532
+20% +$89.3K 0.04% 68
2024
Q3 		$467K Buy
12,818
+220
+2% +$7.51K 0.04% 74
2024
Q2 		$422K Buy
12,598
+18
+0.1% +$593 0.04% 75
2024
Q1 		$405K Sell
12,580
-1,919
-13% -$60.5K 0.04% 77
2023
Q4 		$465K Buy
14,499
+534
+4% +$16.5K 0.05% 67
2023
Q3 		$423K Buy
13,965
+245
+2% +$7.76K 0.05% 65
2023
Q2 		$434K Buy
13,720
+42
+0.3% +$1.32K 0.05% 67
2023
Q1 		$431K Buy
13,678
+439
+3% +$13.9K 0.05% 69
2022
Q4 		$398K Buy
+13,239
New +$388K 0.05% 72

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sage Financial Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.8% in Q2 2026, buying an estimated $38.1K and bringing the position to 26,784 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #51.

Sage Financial Group first reported a position in ESGE in Q4 2022 and has held it in 15 quarters since. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Sage Financial Group held 26,784 shares of iShares ESG Aware MSCI EM ETF worth $1.46M as of Q2 2026.
  • Sage Financial Group bought 729 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $38.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.08% of Sage Financial Group's portfolio in Q2 2026, its #51 holding.
  • Sage Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 15 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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