Sage Mountain Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sage Mountain Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Hold	5,876	–	–	0.02%	175
2025 Q4	$260K	Hold	5,876	–	–	0.01%	420
2025 Q3	$255K	Buy	+5,876	New	+$240K	0.01%	410
2023 Q3	–	Sell	-644	Closed	-$20.4K	–	368
2023 Q2	$20.4K	Sell	644 -465	-42%	-$14.6K	﹤0.01%	316
2023 Q1	$34.9K	Hold	1,109	–	–	0.01%	292
2022 Q4	$33.3K	Buy	+1,109	New	+$32.5K	0.01%	236
2022 Q1	–	Sell	-1,109	Closed	-$44K	–	640
2021 Q4	$44K	Buy	+1,109	New	+$45.7K	0.01%	624
2021 Q2	–	Sell	-1,109	Closed	-$48K	–	527
2021 Q1	$48K	Buy	+1,109	New	+$49.3K	0.01%	402

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2026 at 5,876 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #175.

Sage Mountain Advisors first reported a position in ESGE in Q1 2021 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

Sage Mountain Advisors held 5,876 shares of iShares ESG Aware MSCI EM ETF worth $267K as of Q1 2026.
Sage Mountain Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EM ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #175 holding.
Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 8 quarters since.
600 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

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