Sage Mountain Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sage Mountain Advisors’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	$1.88M	Hold	11,476	–	–	0.12%	71
2026 Q1	$1.62M	Hold	11,476	–	–	0.11%	75
2025 Q4	$1.71M	Hold	11,476	–	–	0.09%	112
2025 Q3	$1.67M	Buy	+11,476	New	+$1.61M	0.1%	111
2022 Q1	–	Sell	-1,290	Closed	-$139K	–	641
2021 Q4	$139K	Buy	+1,290	New	+$135K	0.02%	566

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sage Mountain Advisors's ESGU Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 11,476 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #71.

Sage Mountain Advisors first reported a position in ESGU in Q4 2021 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Sage Mountain Advisors held 11,476 shares of iShares ESG Aware MSCI USA ETF worth $1.88M as of Q2 2026.
Sage Mountain Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.12% of Sage Mountain Advisors's portfolio in Q2 2026, its #71 holding.
Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 5 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.