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Beacon Pointe Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Beacon Pointe 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
2026
Q1 		$9.59M Buy
201,623
+78,971
+64% +$3.78M 0.05% 328
2025
Q4 		$5.87M Buy
122,652
+6,040
+5% +$290K 0.04% 352
2025
Q3 		$5.6M Buy
116,612
+38,054
+48% +$1.81M 0.05% 325
2025
Q2 		$3.73M Sell
78,558
-7,788
-9% -$366K 0.04% 369
2025
Q1 		$4.1M Sell
86,346
-3,938
-4% -$185K 0.05% 339
2024
Q4 		$4.19M Buy
90,284
+16,884
+23% +$798K 0.05% 316
2024
Q3 		$3.57M Buy
73,400
+681
+0.9% +$32.6K 0.04% 356
2024
Q2 		$3.39M Buy
72,719
+4,697
+7% +$218K 0.04% 360
2024
Q1 		$3.2M Buy
68,022
+2,538
+4% +$119K 0.04% 393
2023
Q4 		$3.13M Sell
65,484
-26,125
-29% -$1.2M 0.04% 389
2023
Q3 		$4.15M Buy
91,609
+17,322
+23% +$804K 0.05% 313
2023
Q2 		$3.5M Buy
74,287
+21,145
+40% +$1.01M 0.06% 276
2023
Q1 		$2.55M Buy
53,142
+16,124
+44% +$768K 0.04% 342
2022
Q4 		$1.73M Sell
37,018
-1,669
-4% -$77.8K 0.03% 386
2022
Q3 		$1.79M Buy
38,687
+6,282
+19% +$306K 0.04% 340
2022
Q2 		$1.59M Sell
32,405
-20,354
-39% -$1.01M 0.03% 369
2022
Q1 		$2.72M Buy
52,759
+10,098
+24% +$535K 0.04% 382
2021
Q4 		$2.35M Sell
42,661
-2,156
-5% -$119K 0.06% 241
2021
Q3 		$2.47M Buy
44,817
+15,118
+51% +$841K 0.06% 255
2021
Q2 		$1.64M Buy
29,699
+2,818
+10% +$155K 0.06% 250
2021
Q1 		$1.47M Buy
26,881
+15,192
+130% +$842K 0.09% 170
2020
Q4 		$661K Buy
11,689
+7,752
+197% +$437K 0.05% 241
2020
Q3 		$222K Buy
+3,937
New +$223K 0.02% 357

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Beacon Pointe Advisors's EAGG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 64% in Q1 2026, buying an estimated $3.78M and bringing the position to 201,623 shares worth $9.59M. The position accounts for 0.05% of the portfolio, ranked #328.

Beacon Pointe Advisors first reported a position in EAGG in Q3 2020 and has held it in 23 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Beacon Pointe Advisors held 201,623 shares of iShares ESG Aware US Aggregate Bond ETF worth $9.59M as of Q1 2026.
  • Beacon Pointe Advisors bought 78,971 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $3.78M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #328 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.