Brewster Financial Planning’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Brewster Financial Planning’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 Q2	$2.33M	Buy	49,055 +423	+0.9%	+$20K	1.28%	9
2026 Q1	$2.31M	Sell	48,632 -150	-0.3%	-$7.19K	1.4%	9
2025 Q4	$2.33M	Buy	48,782 +5,334	+12%	+$256K	1.43%	9
2025 Q3	$2.09M	Buy	43,448 +148	+0.3%	+$7.04K	1.31%	9
2025 Q2	$2.06M	Sell	43,300 -175	-0.4%	-$8.22K	1.39%	7
2025 Q1	$2.06M	Buy	43,475 +540	+1%	+$25.3K	1.53%	7
2024 Q4	$1.99M	Buy	42,935 +18,518	+76%	+$875K	1.51%	7
2024 Q3	$1.19M	Buy	24,417 +235	+1%	+$11.2K	0.92%	8
2024 Q2	$1.13M	Buy	24,182 +410	+2%	+$19K	0.95%	8
2024 Q1	$1.12M	Hold	23,772	–	–	0.96%	8
2023 Q4	$1.13M	Buy	23,772 +221	+0.9%	+$10.1K	1.03%	7
2023 Q3	$1.07M	Hold	23,551	–	–	1.07%	7
2023 Q2	$1.11M	Buy	23,551 +18,357	+353%	+$875K	1.07%	7
2023 Q1	$250K	Hold	5,194	–	–	0.25%	12
2022 Q4	$243K	Buy	5,194 +200	+4%	+$9.32K	0.26%	12
2022 Q3	$232K	Hold	4,994	–	–	0.27%	12
2022 Q2	$244K	Hold	4,994	–	–	0.27%	12
2022 Q1	$258K	Hold	4,994	–	–	0.25%	12
2021 Q4	$276K	Buy	+4,994	New	+$275K	0.25%	12

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brewster Financial Planning's EAGG Position: Q2 2026 in Review

Brewster Financial Planning increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.87% in Q2 2026, buying an estimated $20K and bringing the position to 49,055 shares worth $2.33M. The position accounts for 1.28% of the portfolio, ranked #9.

Brewster Financial Planning first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2025. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Brewster Financial Planning held 49,055 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.33M as of Q2 2026.
Brewster Financial Planning bought 423 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $20K.
iShares ESG Aware US Aggregate Bond ETF made up 1.28% of Brewster Financial Planning's portfolio in Q2 2026, its #9 holding.
Brewster Financial Planning first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Brewster Financial Planning's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.33M in Q4 2025.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.