AWM
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Aries Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Aries Wealth 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
2022
Q2 		– Sell
-15,703
Closed -$811K – 183
2022
Q1 		$811K Buy
+15,703
New +$832K 0.35% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Aries Wealth Management's EAGG Position: Q2 2022 in Review

Aries Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2022, closing a stake of 15,703 shares — an estimated $811K sold.

Aries Wealth Management first reported a position in EAGG in Q1 2022 and held it in 1 quarter. The position peaked at $811K in Q1 2022. 260 funds tracked by Wall St. Rank hold EAGG as of Q2 2022.

  • Aries Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 15,703 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2022, an estimated $811K.
  • Aries Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $811K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.