CA
EAGG icon

Clune & Associates’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Clune & Associates’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 		$561K Buy
11,839
+4,682
+65% +$222K 0.08% 110
2026
Q1 		$340K Buy
+7,157
New +$343K 0.06% 130

Other funds holding EAGG

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AC
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Clune & Associates's EAGG Position: Q2 2026 in Review

Clune & Associates increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 65% in Q2 2026, buying an estimated $222K and bringing the position to 11,839 shares worth $561K. The position accounts for 0.08% of the portfolio, ranked #110.

Clune & Associates first reported a position in EAGG in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Clune & Associates held 11,839 shares of iShares ESG Aware US Aggregate Bond ETF worth $561K as of Q2 2026.
  • Clune & Associates bought 4,682 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $222K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #110 holding.
  • Clune & Associates first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.