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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$9.91M Buy
208,970
+18,020
+9% +$854K 0.13% 68
2026
Q1 		$9.08M Buy
190,950
+3,400
+2% +$163K 0.13% 67
2025
Q4 		$8.97M Buy
187,550
+14,331
+8% +$689K 0.14% 69
2025
Q3 		$8.32M Buy
173,219
+14,918
+9% +$709K 0.13% 70
2025
Q2 		$7.53M Sell
158,301
-1,729
-1% -$81.2K 0.13% 69
2025
Q1 		$7.6M Buy
160,030
+91,429
+133% +$4.29M 0.14% 67
2024
Q4 		$3.19M Buy
68,601
+661
+1% +$31.2K 0.06% 87
2024
Q3 		$3.3M Sell
67,940
-12,659
-16% -$606K 0.08% 81
2024
Q2 		$3.76M Buy
80,599
+4,411
+6% +$204K 0.08% 76
2024
Q1 		$3.59M Buy
76,188
+901
+1% +$42.4K 0.08% 75
2023
Q4 		$3.59M Buy
75,287
+8,226
+12% +$377K 0.09% 77
2023
Q3 		$3.04M Sell
67,061
-2,507
-4% -$116K 0.09% 74
2023
Q2 		$3.28M Buy
69,568
+911
+1% +$43.4K 0.09% 73
2023
Q1 		$3.3M Buy
68,657
+6,553
+11% +$312K 0.1% 72
2022
Q4 		$2.9M Sell
62,104
-1,007
-2% -$46.9K 0.11% 84
2022
Q3 		$2.93M Buy
63,111
+8,246
+15% +$402K 0.36% 29
2022
Q2 		$2.69M Sell
54,865
-1,807
-3% -$89.5K 0.11% 74
2022
Q1 		$2.93M Buy
56,672
+6,958
+14% +$369K 0.1% 80
2021
Q4 		$2.74M Buy
49,714
+4,688
+10% +$258K 0.1% 88
2021
Q3 		$2.48M Buy
45,026
+9,797
+28% +$545K 0.1% 88
2021
Q2 		$1.95M Sell
35,229
-10,997
-24% -$604K 0.08% 103
2021
Q1 		$2.53M Buy
46,226
+34,137
+282% +$1.89M 0.12% 83
2020
Q4 		$684K Buy
+12,089
New +$682K 0.03% 134

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

CLA (CliftonLarsonAllen) Wealth Advisors's EAGG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.4% in Q2 2026, buying an estimated $854K and bringing the position to 208,970 shares worth $9.91M. The position accounts for 0.13% of the portfolio, ranked #68.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in EAGG in Q4 2020 and has held it in 23 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 208,970 shares of iShares ESG Aware US Aggregate Bond ETF worth $9.91M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 18,020 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $854K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.