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
2026 Q2	$211K	Buy	+4,476	New	+$212K	0.01%	350
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CFS Investment Advisory Services's EAGG Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 4,476 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: CFS Investment Advisory Services previously reported a position in EAGG as recently as Q3 2023.

CFS Investment Advisory Services first reported a position in EAGG in Q4 2020 and has held it in 6 quarters since. The position peaked at $265K in Q4 2020. 70 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

CFS Investment Advisory Services held 4,476 shares of iShares ESG Aware US Aggregate Bond ETF worth $211K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new CFS Investment Advisory Services position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of CFS Investment Advisory Services's portfolio in Q2 2026, its #350 holding.
CFS Investment Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 6 quarters since.
CFS Investment Advisory Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $265K in Q4 2020.
70 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.