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

Sage Financial Management 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 		$261K Buy
1,595
+161
+11% +$25.5K 0.07% 53
2026
Q1 		$203K Buy
1,434
+35
+3% +$5.18K 0.06% 56
2025
Q4 		$208K Hold
1,399
– – 0.06% 58
2025
Q3 		$204K Buy
+1,399
New +$196K 0.07% 55

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 Management Group's ESGU Position: Q2 2026 in Review

Sage Financial Management Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,595 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #53.

Sage Financial Management Group first reported a position in ESGU in Q3 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Sage Financial Management Group held 1,595 shares of iShares ESG Aware MSCI USA ETF worth $261K as of Q2 2026.
  • Sage Financial Management Group bought 161 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $25.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Sage Financial Management Group's portfolio in Q2 2026, its #53 holding.
  • Sage Financial Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.