Sage Advisory Services, Ltd.Co. ESGE — ISH (ESGE) MSCI EM SELECT

Ownership history in Sage Advisory Services, Ltd.Co.  ·  27 quarters on record

AI Ownership Summary

Sage Advisory Services, Ltd.Co. reported ISH (ESGE) MSCI EM SELECT (ESGE) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows ESGE at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Advisory Services, Ltd.Co.'s position in ISH (ESGE) MSCI EM SELECT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESGE was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGE stock page Sage Advisory Services, Ltd.Co. fund profile Sage Advisory Services, Ltd.Co. full holdings
How Sage Advisory Services, Ltd.Co. held ESGE — position size vs. price
% of Fund (quarterly)    ESGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,092 +1,745 +14.1% 0.35% $641K 2026-05-07 $53.20
2025 Q4 UNCHANGED — — — 12,347 — 0% 0.30% $545K 2026-01-28 $48.80
2025 Q3 REDUCED — — — 12,347 -145 -1.2% 0.28% $536K 2025-11-06 $43.63
2025 Q2 REDUCED — — — 12,492 -520 -4.0% 0.27% $489K 2025-08-06 $39.26
2025 Q1 UNCHANGED — — — 13,012 — 0% 0.27% $455K 2025-05-06 $35.34
2024 Q4 ADDED — — — 13,012 +220 +1.7% 0.26% $434K 2025-02-05 $33.75
2024 Q3 UNCHANGED — — — 12,792 — 0% 0.12% $429K 2024-11-04 $34.08
2024 Q2 REDUCED 14.0% +8.6% ❌ 12,792 -2,090 -14.0% 0.12% $429K 2024-08-06 $30.82
2024 Q1 ADDED — — — 14,882 +786 +5.6% 0.13% $480K 2024-04-26 $30.69
2023 Q4 UNCHANGED — — — 14,096 — 0% 0.12% $452K 2024-02-01 $29.33
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESGE

As of 2026 Q1 — sorted by position size

IMPACTfolio, LLC 3Y 9.38% Stanich Group LLC 4.92% Laurel Wealth Planning LLC 3Y 3.17% Avise Financial Cooperative, Inc. 2.79% Intergy Private Wealth, LLC 3Y 2.17% Impact Investors, Inc 1.66% Birchwood Financial Partners, Inc. 1.65% TRUE BLUE FINANCIAL, LLC 1.52% rebel Financial LLC 1.37% Centennial Bank/AR/ 1.3%

FAQ About Sage Advisory Services, Ltd.Co. and ESGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sage Advisory Services, Ltd.Co. reported owning ESGE?

Sage Advisory Services, Ltd.Co. reported ESGE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESGE position in Sage Advisory Services, Ltd.Co.'s portfolio?

The largest reported portfolio weight for ESGE was 0.35% in 2026 Q1.

What is the latest reported ESGE position on this page?

The most recent filing on this page is 2026 Q1, when Sage Advisory Services, Ltd.Co. reported 14,092 shares, equal to 0.35% of portfolio, with an estimated market value of $641K.

What does the chart on this ESGE ownership page compare?

The chart compares Sage Advisory Services, Ltd.Co.'s quarterly ESGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sage Advisory Services, Ltd.Co. time their ESGE position?

Based on 13F filing dates vs. subsequent ESGE price moves, Sage Advisory Services, Ltd.Co. correctly timed 9 out of 21 reported position changes (43%). The annualised alpha on ESGE relative to SPY over the holding period was -5.2%.

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