BC
EAGG icon

Brio Consultants’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Brio Consultants’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 		$5.18M Buy
109,222
+4,306
+4% +$204K 0.61% 37
2026
Q1 		$4.96M Buy
104,916
+16,045
+18% +$769K 0.61% 36
2025
Q4 		$4.25M Buy
88,871
+6,184
+7% +$297K 0.55% 38
2025
Q3 		$3.97M Buy
82,687
+6,577
+9% +$313K 0.55% 38
2025
Q2 		$3.62M Sell
76,110
-530
-0.7% -$24.9K 0.53% 37
2025
Q1 		$3.64M Buy
76,640
+4,513
+6% +$212K 0.57% 37
2024
Q4 		$3.35M Buy
72,127
+10,002
+16% +$472K 0.52% 36
2024
Q3 		$3.02M Buy
62,125
+3,195
+5% +$153K 0.48% 37
2024
Q2 		$2.75M Buy
58,930
+9,686
+20% +$449K 0.45% 39
2024
Q1 		$2.32M Sell
49,244
-396
-0.8% -$18.6K 0.39% 41
2023
Q4 		$2.37M Buy
49,640
+8,963
+22% +$410K 0.42% 41
2023
Q3 		$1.84M Buy
40,677
+11,246
+38% +$522K 0.35% 43
2023
Q2 		$1.39M Buy
29,431
+607
+2% +$28.9K 0.25% 48
2023
Q1 		$1.39M Buy
28,824
+438
+2% +$20.9K 0.26% 50
2022
Q4 		$1.33M Buy
28,386
+1,872
+7% +$87.2K 0.26% 47
2022
Q3 		$1.2M Buy
26,514
+3,491
+15% +$170K 0.25% 49
2022
Q2 		$1.13M Sell
23,023
-5,485
-19% -$272K 0.26% 39
2022
Q1 		$1.47M Buy
28,508
+16,405
+136% +$869K 0.31% 35
2021
Q4 		$668K Sell
12,103
-2
-0% -$110 0.16% 41
2021
Q3 		$667K Buy
12,105
+1,144
+10% +$63.7K 0.16% 45
2021
Q2 		$606K Buy
10,961
+2,699
+33% +$148K 0.15% 46
2021
Q1 		$452K Buy
8,262
+2,337
+39% +$130K 0.13% 47
2020
Q4 		$335K Sell
5,925
-63
-1% -$3.55K 0.11% 53
2020
Q3 		$338K Buy
5,988
+1,123
+23% +$63.7K 0.1% 54
2020
Q2 		$275K Buy
+4,865
New +$272K 0.09% 57

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brio Consultants's EAGG Position: Q2 2026 in Review

Brio Consultants increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.1% in Q2 2026, buying an estimated $204K and bringing the position to 109,222 shares worth $5.18M. The position accounts for 0.61% of the portfolio, ranked #37.

Brio Consultants first reported a position in EAGG in Q2 2020 and has held it in 25 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Brio Consultants held 109,222 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.18M as of Q2 2026.
  • Brio Consultants bought 4,306 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $204K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.61% of Brio Consultants's portfolio in Q2 2026, its #37 holding.
  • Brio Consultants first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.