SAG
ESGD icon

SageView Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SageView Advisory Group’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Sell
29,204
-6,410
-18% -$651K 0.1% 124
2026
Q1 		$3.41M Sell
35,614
-613
-2% -$60.7K 0.12% 95
2025
Q4 		$3.44M Sell
36,227
-309
-0.8% -$29.1K 0.12% 106
2025
Q3 		$3.4M Sell
36,536
-6
-0% -$543 0.12% 113
2025
Q2 		$3.25M Buy
36,542
+676
+2% +$57.6K 0.12% 98
2025
Q1 		$2.93M Sell
35,866
-21,028
-37% -$1.7M 0.12% 93
2024
Q4 		$4.33M Buy
56,894
+440
+0.8% +$35K 0.19% 70
2024
Q3 		$4.75M Sell
56,454
-3,101
-5% -$251K 0.24% 53
2024
Q2 		$4.69M Buy
59,555
+53,606
+901% +$4.26M 0.22% 61
2024
Q1 		$324K Sell
5,949
-66,838
-92% -$5.12M 0.02% 395
2023
Q4 		$5.51M Buy
72,787
+6,220
+9% +$440K 0.24% 60
2023
Q3 		$4.6M Sell
66,567
-1,308
-2% -$94.2K 0.26% 54
2023
Q2 		$4.95M Sell
67,875
-2,640
-4% -$193K 0.28% 53
2023
Q1 		$5.07M Sell
70,515
-3,137
-4% -$220K 0.32% 47
2022
Q4 		$4.84M Buy
+73,652
New +$4.63M 0.39% 53

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's ESGD Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 18% in Q2 2026, selling an estimated $651K and leaving 29,204 shares worth $3M. The position accounts for 0.1% of the portfolio, ranked #124.

SageView Advisory Group first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.51M in Q4 2023. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • SageView Advisory Group held 29,204 shares of iShares ESG Aware MSCI EAFE ETF worth $3M as of Q2 2026.
  • SageView Advisory Group sold 6,410 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $651K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of SageView Advisory Group's portfolio in Q2 2026, its #124 holding.
  • SageView Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $5.51M in Q4 2023.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.