B. Riley Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	–	Sell	-8,619	Closed	-$419K	–	1182
2024 Q3	$419K	Sell	8,619 -996	-10%	-$47.7K	0.01%	814
2024 Q2	$448K	Sell	9,615 -6,463	-40%	-$300K	0.01%	864
2024 Q1	$728K	Buy	16,078 +7,397	+85%	+$348K	0.02%	629
2023 Q4	$414K	Sell	8,681 -7,397	-46%	-$339K	0.01%	912
2023 Q3	$728K	Buy	16,078 +8,630	+116%	+$400K	0.02%	629
2023 Q2	$351K	Sell	7,448 -419	-5%	-$20K	0.01%	1031
2023 Q1	$378K	Buy	+7,867	New	+$375K	0.01%	940

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's EAGG Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 8,619 shares — an estimated $419K sold.

B. Riley Wealth Advisors first reported a position in EAGG in Q1 2023 and held it in 7 quarters. The position peaked at $728K in Q1 2024. 401 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

B. Riley Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,619 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $419K.
B. Riley Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $728K in Q1 2024.
401 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.