Sage Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sage Financial Group’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
2026 Q1	$265K	Sell	1,875 -75	-4%	-$11.1K	0.02%	97
2025 Q4	$291K	Sell	1,950 -50	-3%	-$7.39K	0.02%	93
2025 Q3	$291K	Sell	2,000 -225	-10%	-$31.5K	0.02%	90
2025 Q2	$301K	Hold	2,225	–	–	0.02%	86
2025 Q1	$271K	Hold	2,225	–	–	0.02%	90
2024 Q4	$287K	Hold	2,225	–	–	0.02%	87
2024 Q3	$281K	Sell	2,225 -75	-3%	-$9.11K	0.02%	92
2024 Q2	$274K	Sell	2,300 -100	-4%	-$11.5K	0.02%	90
2024 Q1	$276K	Sell	2,400 -100	-4%	-$11K	0.02%	92
2023 Q4	$262K	Hold	2,500	–	–	0.03%	93
2023 Q3	$235K	Hold	2,500	–	–	0.03%	95
2023 Q2	$244K	Sell	2,500 -106	-4%	-$9.79K	0.03%	93
2023 Q1	$236K	Buy	2,606 +106	+4%	+$9.37K	0.03%	93
2022 Q4	$212K	Sell	2,500 -335	-12%	-$28.6K	0.03%	93
2022 Q3	$225K	Sell	2,835 -100	-3%	-$8.86K	0.03%	84
2022 Q2	$246K	Buy	+2,935	New	+$268K	0.03%	80

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sage Financial Group's ESGU Position: Q1 2026 in Review

Sage Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.8% in Q1 2026, selling an estimated $11.1K and leaving 1,875 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #97.

Sage Financial Group first reported a position in ESGU in Q2 2022 and has held it in 16 quarters since. The position peaked at $301K in Q2 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Sage Financial Group held 1,875 shares of iShares ESG Aware MSCI USA ETF worth $265K as of Q1 2026.
Sage Financial Group sold 75 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.1K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Sage Financial Group's portfolio in Q1 2026, its #97 holding.
Sage Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 16 quarters since.
Sage Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $301K in Q2 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.