Carson Wealth (CWM LLC)
EAGG icon

Carson Wealth (CWM LLC)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$25.3M Buy
532,001
+41,183
+8% +$1.97M 0.07% 269
2025
Q4 		$23.5M Buy
490,818
+20,740
+4% +$997K 0.06% 278
2025
Q3 		$22.6M Sell
470,078
-33,267
-7% -$1.58M 0.07% 241
2025
Q2 		$23.9M Buy
503,345
+122,563
+32% +$5.76M 0.08% 208
2025
Q1 		$18.1M Buy
380,782
+42,385
+13% +$1.99M 0.07% 240
2024
Q4 		$15.7M Sell
338,397
-157,693
-32% -$7.45M 0.07% 245
2024
Q3 		$24.1M Sell
496,090
-113,802
-19% -$5.45M 0.1% 184
2024
Q2 		$28.4M Sell
609,892
-58,043
-9% -$2.69M 0.13% 143
2024
Q1 		$31.4M Buy
667,935
+112,115
+20% +$5.28M 0.15% 138
2023
Q4 		$26.5M Sell
555,820
-29,645
-5% -$1.36M 0.14% 146
2023
Q3 		$26.5M Buy
585,465
+404,156
+223% +$18.7M 0.16% 124
2023
Q2 		$8.55M Sell
181,309
-3,379
-2% -$161K 0.05% 253
2023
Q1 		$8.88M Buy
184,688
+5,901
+3% +$281K 0.06% 231
2022
Q4 		$8.36M Sell
178,787
-39,628
-18% -$1.85M 0.06% 222
2022
Q3 		$10.1M Sell
218,415
-16,305
-7% -$794K 0.08% 192
2022
Q2 		$11.5M Sell
234,720
-42,099
-15% -$2.08M 0.09% 178
2022
Q1 		$14.3M Sell
276,819
-35,244
-11% -$1.87M 0.1% 179
2021
Q4 		$17.2M Buy
+312,063
New +$17.2M 0.12% 167
2021
Q2 		$17.6M Hold
317,288
– – 0.14% 150
2021
Q1 		$17.6M Hold
317,288
– – 0.14% 150
2020
Q4 		$17.6M Hold
317,288
– – 0.14% 150
2020
Q3 		$17.6M Hold
317,288
– – 0.14% 150
2020
Q2 		$17.6M Hold
317,288
– – 0.14% 150
2020
Q1 		$17.6M Hold
317,288
– – 0.14% 150
2019
Q4 		$17.6M Hold
317,288
– – 0.14% 150
2019
Q3 		$17.6M Hold
317,288
– – 0.14% 150
2019
Q2 		$17.6M Hold
317,288
– – 0.14% 150
2019
Q1 		$17.6M Buy
+317,288
New +$16.3M 0.14% 150

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $80B AUM 26.12% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EAGG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.4% in Q1 2026, buying an estimated $1.97M and bringing the position to 532,001 shares worth $25.3M. The position accounts for 0.07% of the portfolio, ranked #269.

Carson Wealth (CWM LLC) first reported a position in EAGG in Q1 2019 and has held it in 28 quarters since. The position peaked at $31.4M in Q1 2024. 471 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 532,001 shares of iShares ESG Aware US Aggregate Bond ETF worth $25.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 41,183 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $1.97M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #269 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iShares ESG Aware US Aggregate Bond ETF position peaked at $31.4M in Q1 2024.
  • 471 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.