SageView Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

SageView Advisory Group’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.04M	Sell	23,464 -708	-3%	-$31.2K	0.04%	250
2025 Q3	$1.05M	Sell	24,172 -42	-0.2%	-$1.71K	0.04%	263
2025 Q2	$966K	Sell	24,214 -1,549	-6%	-$56.1K	0.04%	251
2025 Q1	$900K	Sell	25,763 -16,605	-39%	-$578K	0.04%	245
2024 Q4	$1.41M	Buy	42,368 +423	+1%	+$14.9K	0.06%	176
2024 Q3	$1.53M	Sell	41,945 -2,680	-6%	-$91.5K	0.08%	142
2024 Q2	$1.5M	Buy	44,625 +39,830	+831%	+$1.31M	0.07%	166
2024 Q1	$214K	Sell	4,795 -49,573	-91%	-$1.56M	0.01%	500
2023 Q4	$1.67M	Buy	54,368 +6,955	+15%	+$215K	0.07%	174
2023 Q3	$1.44M	Sell	47,413 -363	-0.8%	-$11.5K	0.08%	157
2023 Q2	$1.51M	Sell	47,776 -2,151	-4%	-$67.5K	0.08%	155
2023 Q1	$1.57M	Sell	49,927 -1,691	-3%	-$53.6K	0.1%	135
2022 Q4	$1.55M	Buy	+51,618	New	+$1.51M	0.13%	115

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SageView Advisory Group's ESGE Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 2.9% in Q4 2025, selling an estimated $31.2K and leaving 23,464 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #250.

SageView Advisory Group first reported a position in ESGE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.67M in Q4 2023. 590 funds tracked by Wall St. Rank hold ESGE as of Q4 2025.

SageView Advisory Group held 23,464 shares of iShares ESG Aware MSCI EM ETF worth $1.04M as of Q4 2025.
SageView Advisory Group sold 708 iShares ESG Aware MSCI EM ETF shares in Q4 2025, an estimated $31.2K.
iShares ESG Aware MSCI EM ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #250 holding.
SageView Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $1.67M in Q4 2023.
590 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.