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CFS Investment Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

CFS Investment Advisory Services’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
2023
Q4 		– Sell
-4,592
Closed -$208K – 153
2023
Q3 		$208K Buy
+4,592
New +$213K 0.03% 159
2022
Q4 		– Sell
-55,682
Closed -$1K – 161
2022
Q3 		$1K Buy
55,682
+50,378
+950% +$2.45M ﹤0.01% 184
2022
Q2 		$260K Sell
5,304
-101,642
-95% -$5.03M 0.04% 191
2022
Q1 		$2K Buy
+106,946
New +$5.67M 0.01% 275
2020
Q4 		$265K Buy
+4,695
New +$265K 0.04% 164

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return