Sage Mountain Advisors
ESGU icon

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
Q3 		$1.91M Hold
11,476
– – 0.11% 78
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 11,476 shares worth $1.91M. The position accounts for 0.11% of the portfolio, ranked #78.

Sage Mountain Advisors first reported a position in ESGU in Q4 2021 and has held it in 6 quarters since. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Sage Mountain Advisors held 11,476 shares of iShares ESG Aware MSCI USA ETF worth $1.91M as of Q3 2026.
  • Sage Mountain Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Sage Mountain Advisors's portfolio in Q3 2026, its #78 holding.
  • Sage Mountain Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 6 quarters since.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

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