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

Beacon Financial 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
2024
Q2 		– Sell
-6,428
Closed -$303K – 325
2024
Q1 		$303K Buy
+6,428
New +$302K 0.03% 271
2022
Q2 		– Sell
-17,886
Closed -$923K – 220
2022
Q1 		$923K Buy
+17,886
New +$947K 0.12% 154

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Financial Group's EAGG Position: Q2 2024 in Review

Beacon Financial Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 6,428 shares — an estimated $303K sold.

Beacon Financial Group first reported a position in EAGG in Q1 2022 and held it in 2 quarters. The position peaked at $923K in Q1 2022. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Beacon Financial Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Beacon Financial Group sold 6,428 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $303K.
  • Beacon Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and held it in 2 quarters.
  • Beacon Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $923K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Beacon Financial Group's 13F filing for Q2 2024, filed 6 Aug 2024.