Sagespring Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sagespring Wealth Partners’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	$5.01M	Sell	30,631 -6	-0%	-$949	0.08%	131
2026 Q1	$4.33M	Buy	30,637 +337	+1%	+$49.9K	0.08%	129
2025 Q4	$4.51M	Sell	30,300 -1,359	-4%	-$201K	0.08%	119
2025 Q3	$4.61M	Buy	31,659 +3,392	+12%	+$475K	0.09%	109
2025 Q2	$3.82M	Buy	28,267 +659	+2%	+$82.3K	0.08%	123
2025 Q1	$3.37M	Buy	27,608 +1,618	+6%	+$208K	0.08%	116
2024 Q4	$3.35M	Buy	+25,990	New	+$3.37M	0.09%	104

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

Sagespring Wealth Partners's ESGU Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q2 2026, selling an estimated $949 and leaving 30,631 shares worth $5.01M. The position accounts for 0.08% of the portfolio, ranked #131.

Sagespring Wealth Partners first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Sagespring Wealth Partners held 30,631 shares of iShares ESG Aware MSCI USA ETF worth $5.01M as of Q2 2026.
Sagespring Wealth Partners sold 6 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $949.
iShares ESG Aware MSCI USA ETF made up 0.08% of Sagespring Wealth Partners's portfolio in Q2 2026, its #131 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.