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 Q3	$474K	Hold	4,597	–	–	0.03%	142
2026 Q2	$473K	Hold	4,597	–	–	0.03%	141
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	$9.6K	Buy	+127	New	+$8.99K	﹤0.01%	335

Other funds holding ESGD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

Sage Mountain Advisors's ESGD Position: Q3 2026 in Review

Sage Mountain Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 4,597 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #142.

Sage Mountain Advisors first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. 577 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Sage Mountain Advisors held 4,597 shares of iShares ESG Aware MSCI EAFE ETF worth $474K as of Q3 2026.
Sage Mountain Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q3 2026, its #142 holding.
Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
577 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.