4FG
EAGG icon

4Thought Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

4Thought Financial Group’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
2026
Q2 		$246K Buy
5,186
+197
+4% +$9.34K 0.12% 52
2026
Q1 		$237K Hold
4,989
– – 0.12% 56
2025
Q4 		$239K Buy
4,989
+86
+2% +$4.13K 0.12% 48
2025
Q3 		$236K Buy
4,903
+130
+3% +$6.18K 0.12% 48
2025
Q2 		$227K Buy
4,773
+62
+1% +$2.91K 0.12% 48
2025
Q1 		$224K Sell
4,711
-106
-2% -$4.97K 0.14% 45
2024
Q4 		$224K Buy
4,817
+255
+6% +$12K 0.14% 46
2024
Q3 		$222K Sell
4,562
-212
-4% -$10.1K 0.14% 48
2024
Q2 		$222K Buy
4,774
+163
+4% +$7.56K 0.14% 48
2024
Q1 		$217K Buy
4,611
+2,299
+99% +$108K 0.14% 50
2023
Q4 		$110K Buy
2,312
+986
+74% +$45.1K 0.08% 51
2023
Q3 		$60K Buy
1,326
+8
+0.6% +$371 0.05% 53
2023
Q2 		$62.2K Sell
1,318
-20
-1% -$953 0.05% 54
2023
Q1 		$64.3K Buy
1,338
+76
+6% +$3.62K 0.05% 54
2022
Q4 		$59K Buy
1,262
+4
+0.3% +$186 0.05% 54
2022
Q3 		$58K Sell
1,258
-12
-0.9% -$585 0.06% 55
2022
Q2 		$62K Buy
1,270
+27
+2% +$1.34K 0.06% 57
2022
Q1 		$64K Sell
1,243
-30
-2% -$1.59K 0.06% 55
2021
Q4 		$70K Buy
1,273
+17
+1% +$935 0.06% 54
2021
Q3 		$69K Buy
1,256
+14
+1% +$779 0.06% 56
2021
Q2 		$69K Buy
1,242
+50
+4% +$2.75K 0.06% 54
2021
Q1 		$65K Buy
+1,192
New +$66.1K 0.06% 57

Other funds holding EAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

4Thought Financial Group's EAGG Position: Q2 2026 in Review

4Thought Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.9% in Q2 2026, buying an estimated $9.34K and bringing the position to 5,186 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #52.

4Thought Financial Group first reported a position in EAGG in Q1 2021 and has held it in 22 quarters since. 261 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • 4Thought Financial Group held 5,186 shares of iShares ESG Aware US Aggregate Bond ETF worth $246K as of Q2 2026.
  • 4Thought Financial Group bought 197 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $9.34K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.12% of 4Thought Financial Group's portfolio in Q2 2026, its #52 holding.
  • 4Thought Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.