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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
Q2 		$303K Sell
1,850
-25
-1% -$3.95K 0.02% 97
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sage Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, selling an estimated $3.95K and leaving 1,850 shares worth $303K. 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 17 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sage Financial Group held 1,850 shares of iShares ESG Aware MSCI USA ETF worth $303K as of Q2 2026.
  • Sage Financial Group sold 25 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.95K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Sage Financial Group's portfolio in Q2 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 17 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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