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Advisors Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Advisors Capital Management’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
Q2 		– Sell
-3,774
Closed -$206K – 385
2021
Q1 		$206K Buy
+3,774
New +$209K 0.01% 351

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Advisors Capital Management's EAGG Position: Q2 2021 in Review

Advisors Capital Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2021, closing a stake of 3,774 shares — an estimated $206K sold.

Advisors Capital Management first reported a position in EAGG in Q1 2021 and held it in 1 quarter. The position peaked at $206K in Q1 2021. 169 funds tracked by Wall St. Rank hold EAGG as of Q2 2021.

  • Advisors Capital Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Advisors Capital Management sold 3,774 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2021, an estimated $206K.
  • Advisors Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Advisors Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $206K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2021.

Based on Advisors Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.