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

BerganKDV 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
2023 Q2	–	Sell	-54	Closed	-$2.6K	–	921
2023 Q1	$2.6K	Buy	+54	New	+$2.57K	﹤0.01%	795
2022 Q2	–	Sell	-12	Closed	-$1K	–	989
2022 Q1	$1K	Sell	12 -2,294	-99%	-$122K	﹤0.01%	913
2021 Q4	$127K	Hold	2,306	–	–	0.01%	306
2021 Q3	$127K	Hold	2,306	–	–	0.01%	295
2021 Q2	$128K	Hold	2,306	–	–	0.02%	289
2021 Q1	$126K	Hold	2,306	–	–	0.02%	275
2020 Q4	$130K	Hold	2,306	–	–	0.02%	256
2020 Q3	$130K	Buy	+2,306	New	+$131K	0.02%	243

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BerganKDV Wealth Management's EAGG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2023, closing a stake of 54 shares — an estimated $2.6K sold.

BerganKDV Wealth Management first reported a position in EAGG in Q3 2020 and held it in 8 quarters. The position peaked at $130K in Q4 2020. 316 funds tracked by Wall St. Rank hold EAGG as of Q2 2023.

BerganKDV Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 54 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2023, an estimated $2.6K.
BerganKDV Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 8 quarters.
BerganKDV Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $130K in Q4 2020.
316 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.