SageView Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SageView Advisory Group’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	$301K	Buy	1,842 +2	+0.1%	+$316	0.01%	490
2026 Q1	$260K	Sell	1,840 -27	-1%	-$3.99K	0.01%	502
2025 Q4	$278K	Sell	1,867 -380	-17%	-$56.2K	0.01%	508
2025 Q3	$327K	Sell	2,247 -59	-3%	-$8.26K	0.01%	489
2025 Q2	$321K	Sell	2,306 -6,728	-74%	-$840K	0.01%	476
2025 Q1	$1.1M	Buy	9,034 +257	+3%	+$33.1K	0.05%	211
2024 Q4	$1.13M	Buy	8,777 +6	+0.1%	+$777	0.05%	207
2024 Q3	$1.11M	Sell	8,771 -146	-2%	-$17.7K	0.06%	182
2024 Q2	$1.06M	Buy	+8,917	New	+$1.02M	0.05%	209
2024 Q1	–	Sell	-8,575	Closed	-$927K	–	582
2023 Q4	$927K	Buy	8,575 +3,836	+81%	+$376K	0.04%	271
2023 Q3	$445K	Buy	4,739 +484	+11%	+$47.4K	0.03%	347
2023 Q2	$415K	Sell	4,255 -91	-2%	-$8.4K	0.02%	378
2023 Q1	$393K	Sell	4,346 -1,520	-26%	-$134K	0.03%	345
2022 Q4	$497K	Buy	+5,866	New	+$500K	0.04%	241

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

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

SageView Advisory Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.11% in Q2 2026, buying an estimated $316 and bringing the position to 1,842 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #490.

SageView Advisory Group first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

SageView Advisory Group held 1,842 shares of iShares ESG Aware MSCI USA ETF worth $301K as of Q2 2026.
SageView Advisory Group bought 2 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $316.
iShares ESG Aware MSCI USA ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #490 holding.
SageView Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $1.13M in Q4 2024.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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