AG
EAGG icon

Advisor Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Advisor 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
2019
Q4 		$1.3M Buy
24,188
+12,008
+99% +$647K 0.01% 1041
2019
Q3 		$660K Buy
12,180
+12,177
+405,900% +$655K ﹤0.01% 1413
2019
Q2 		$0 Buy
+3
New +$157 ﹤0.01% 5255

Other funds holding EAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Advisor Group's EAGG Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 99% in Q4 2019, buying an estimated $647K and bringing the position to 24,188 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1041.

Advisor Group first reported a position in EAGG in Q2 2019 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold EAGG as of Q4 2019.

  • Advisor Group held 24,188 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.3M as of Q4 2019.
  • Advisor Group bought 12,008 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2019, an estimated $647K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1041 holding.
  • Advisor Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.