Action Point Financial Planning’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Action Point Financial Planning’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	$68.2K	Buy	+1,439	New	+$68.2K	0.01%	721

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Action Point Financial Planning's EAGG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 1,439 shares worth $68.2K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings.

477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Action Point Financial Planning held 1,439 shares of iShares ESG Aware US Aggregate Bond ETF worth $68.2K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #721 holding.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.