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Abundance Wealth Counselors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Abundance Wealth Counselors’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
2021
Q4 		– Sell
-5,194
Closed -$286K – 119
2021
Q3 		$286K Buy
5,194
+273
+6% +$15.2K 0.17% 42
2021
Q2 		$272K Buy
4,921
+517
+12% +$28.4K 0.07% 99
2021
Q1 		$241K Buy
+4,404
New +$244K 0.06% 76

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Abundance Wealth Counselors's EAGG Position: Q4 2021 in Review

Abundance Wealth Counselors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2021, closing a stake of 5,194 shares — an estimated $286K sold.

Abundance Wealth Counselors first reported a position in EAGG in Q1 2021 and held it in 3 quarters. The position peaked at $286K in Q3 2021. 234 funds tracked by Wall St. Rank hold EAGG as of Q4 2021.

  • Abundance Wealth Counselors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 5,194 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2021, an estimated $286K.
  • Abundance Wealth Counselors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Abundance Wealth Counselors's iShares ESG Aware US Aggregate Bond ETF position peaked at $286K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2021.

Based on Abundance Wealth Counselors's 13F filing for Q4 2021, filed 18 Jan 2022.