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Acorn Financial Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Acorn Financial Advisory Services’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
Q1 		– Sell
-7,801
Closed -$441K – 205
2020
Q4 		$441K Buy
7,801
+1,796
+30% +$101K 0.17% 135
2020
Q3 		$339K Buy
+6,005
New +$341K 0.18% 142

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Acorn Financial Advisory Services's EAGG Position: Q1 2021 in Review

Acorn Financial Advisory Services sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2021, closing a stake of 7,801 shares — an estimated $441K sold.

Acorn Financial Advisory Services first reported a position in EAGG in Q3 2020 and held it in 2 quarters. The position peaked at $441K in Q4 2020. 158 funds tracked by Wall St. Rank hold EAGG as of Q1 2021.

  • Acorn Financial Advisory Services reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 7,801 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2021, an estimated $441K.
  • Acorn Financial Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Acorn Financial Advisory Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $441K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2021, filed 12 Apr 2021.