Sage Mountain Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sage Mountain Advisors’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 Q1	$440K	Hold	4,597	–	–	0.03%	143
2025 Q4	$437K	Hold	4,597	–	–	0.02%	300
2025 Q3	$427K	Buy	4,597 +4,451	+3,049%	+$403K	0.02%	302
2025 Q2	$13K	Hold	146	–	–	﹤0.01%	479
2025 Q1	$11.9K	Hold	146	–	–	﹤0.01%	472
2024 Q4	$11.1K	Hold	146	–	–	﹤0.01%	457
2024 Q3	$12.3K	Hold	146	–	–	﹤0.01%	468
2024 Q2	$11.5K	Hold	146	–	–	﹤0.01%	405
2024 Q1	$11.7K	Buy	146 +19	+15%	+$1.46K	﹤0.01%	386
2023 Q4	$9.59K	Buy	+127	New	+$8.99K	﹤0.01%	335

Other funds holding ESGD

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Sage Mountain Advisors's ESGD Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 4,597 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #143.

Sage Mountain Advisors first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Sage Mountain Advisors held 4,597 shares of iShares ESG Aware MSCI EAFE ETF worth $440K as of Q1 2026.
Sage Mountain Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #143 holding.
Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.