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Claro Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Claro 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
2025
Q2 		– Sell
-4,854
Closed -$230K – 412
2025
Q1 		$230K Buy
+4,854
New +$228K 0.03% 444

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Claro Advisors's EAGG Position: Q2 2025 in Review

Claro Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 4,854 shares — an estimated $230K sold.

Claro Advisors first reported a position in EAGG in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Claro Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 4,854 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $230K.
  • Claro Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Claro Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $230K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.