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
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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SageView Advisory Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q4 2025, selling an estimated $56.2K and leaving 1,867 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #508.

SageView Advisory Group first reported a position in ESGU in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2024. 831 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

SageView Advisory Group held 1,867 shares of iShares ESG Aware MSCI USA ETF worth $278K as of Q4 2025.
SageView Advisory Group sold 380 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $56.2K.
iShares ESG Aware MSCI USA ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #508 holding.
SageView Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $1.13M in Q4 2024.
831 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

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