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Canopy Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Canopy Partners’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
2025
Q2 		– Sell
-6,140
Closed -$292K – 231
2025
Q1 		$292K Sell
6,140
-1,226
-17% -$57.5K 0.11% 148
2024
Q4 		$342K Buy
7,366
+5
+0.1% +$236 0.13% 129
2024
Q3 		$358K Buy
+7,361
New +$352K 0.15% 128

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Canopy Partners's EAGG Position: Q2 2025 in Review

Canopy Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 6,140 shares — an estimated $292K sold.

Canopy Partners first reported a position in EAGG in Q3 2024 and held it in 3 quarters. The position peaked at $358K in Q3 2024. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Canopy Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Canopy Partners sold 6,140 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $292K.
  • Canopy Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Canopy Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $358K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Canopy Partners's 13F filing for Q2 2025, filed 23 Jul 2025.