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Cardinal Point Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cardinal Point Capital 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
2026
Q2 		$1.29M Buy
27,144
+6
+0% +$284 0.07% 110
2026
Q1 		$1.29M Buy
27,138
+3,279
+14% +$157K 0.08% 107
2025
Q4 		$1.14M Sell
23,859
-1,255
-5% -$60.3K 0.07% 111
2025
Q3 		$1.21M Buy
25,114
+1,964
+8% +$93.4K 0.08% 104
2025
Q2 		$1.1M Buy
23,150
+4,770
+26% +$224K 0.09% 101
2025
Q1 		$873K Buy
18,380
+315
+2% +$14.8K 0.08% 90
2024
Q4 		$839K Buy
18,065
+1,780
+11% +$84.1K 0.13% 38
2024
Q3 		$791K Buy
16,285
+2,650
+19% +$127K 0.13% 39
2024
Q2 		$636K Sell
13,635
-1,200
-8% -$55.6K 0.11% 42
2024
Q1 		$698K Sell
14,835
-480
-3% -$22.6K 0.13% 32
2023
Q4 		$731K Hold
15,315
– – 0.18% 29
2023
Q3 		$694K Hold
15,315
– – 0.18% 32
2023
Q2 		$722K Buy
15,315
+220
+1% +$10.5K 0.22% 34
2023
Q1 		$725K Sell
15,095
-1,615
-10% -$76.9K 0.22% 42
2022
Q4 		$781K Buy
+16,710
New +$779K 0.27% 33

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

Cardinal Point Capital Management's EAGG Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.02% in Q2 2026, buying an estimated $284 and bringing the position to 27,144 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #110.

Cardinal Point Capital Management first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Cardinal Point Capital Management held 27,144 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.29M as of Q2 2026.
  • Cardinal Point Capital Management bought 6 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $284.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Cardinal Point Capital Management's portfolio in Q2 2026, its #110 holding.
  • Cardinal Point Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Point Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.29M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.