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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 11,476 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #75.

Sage Mountain Advisors first reported a position in ESGU in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.71M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Sage Mountain Advisors held 11,476 shares of iShares ESG Aware MSCI USA ETF worth $1.62M as of Q1 2026.
  • Sage Mountain Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Sage Mountain Advisors's portfolio in Q1 2026, its #75 holding.
  • Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 4 quarters since.
  • Sage Mountain Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.71M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

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