AlTi Global’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

AlTi Global’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	$898K	Hold	18,945	–	–	0.02%	284
2026 Q1	$901K	Hold	18,945	–	–	0.02%	249
2025 Q4	$907K	Hold	18,945	–	–	0.02%	245
2025 Q3	$910K	Hold	18,945	–	–	0.02%	255
2025 Q2	$901K	Sell	18,945 -570	-3%	-$26.8K	0.02%	245
2025 Q1	$927K	Hold	19,515	–	–	0.02%	217
2024 Q4	$906K	Buy	19,515 +570	+3%	+$26.9K	0.02%	228
2024 Q3	$921K	Sell	18,945 -15,530	-45%	-$743K	0.02%	224
2024 Q2	$1.61M	Sell	34,475 -21,147	-38%	-$980K	0.04%	165
2024 Q1	$2.62M	Buy	55,622 +670	+1%	+$31.5K	0.07%	124
2023 Q4	$2.62M	Buy	+54,952	New	+$2.52M	0.08%	111

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

AlTi Global's EAGG Position: Q2 2026 in Review

AlTi Global held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 18,945 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #284.

AlTi Global first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2023. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

AlTi Global held 18,945 shares of iShares ESG Aware US Aggregate Bond ETF worth $898K as of Q2 2026.
AlTi Global left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #284 holding.
AlTi Global first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.62M in Q4 2023.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.