1WM
EAGG icon

1900 Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

1900 Wealth Management’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,003
Closed -$317K – 298
2023
Q3 		$317K Hold
7,003
– – 0.03% 237
2023
Q2 		$330K Buy
7,003
+280
+4% +$13.3K 0.03% 189
2023
Q1 		$314K Hold
6,723
– – 0.03% 195
2022
Q4 		$314K Buy
6,723
+55
+0.8% +$2.56K 0.03% 191
2022
Q3 		$310K Hold
6,668
– – 0.04% 187
2022
Q2 		$326K Buy
6,668
+49
+0.7% +$2.43K 0.04% 189
2022
Q1 		$342K Hold
6,619
– – 0.03% 194
2021
Q4 		$365K Hold
6,619
– – 0.03% 189
2021
Q3 		$365K Buy
6,619
+442
+7% +$24.6K 0.04% 176
2021
Q2 		$342K Buy
+6,177
New +$339K 0.03% 178

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return