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Burt Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Burt Wealth 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
2021
Q1 		– Sell
-44
Closed -$2K – 164
2020
Q4 		$2K Hold
44
– – ﹤0.01% 345
2020
Q3 		$2K Buy
+44
New +$2.5K ﹤0.01% 348

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Burt Wealth Advisors's EAGG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2021, closing a stake of 44 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in EAGG in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 158 funds tracked by Wall St. Rank hold EAGG as of Q1 2021.

  • Burt Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 44 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2021, an estimated $2K.
  • Burt Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $2K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.