Colton Groome Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Colton Groome Financial 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 Q1	$268K	Buy	5,645 +50	+0.9%	+$2.4K	0.08%	117
2025 Q4	$268K	Hold	5,595	–	–	0.08%	119
2025 Q3	$269K	Sell	5,595 -95	-2%	-$4.52K	0.08%	114
2025 Q2	$271K	Buy	5,690 +175	+3%	+$8.22K	0.09%	113
2025 Q1	$262K	Buy	5,515 +20	+0.4%	+$937	0.1%	106
2024 Q4	$255K	Buy	5,495 +40	+0.7%	+$1.89K	0.1%	106
2024 Q3	$265K	Buy	5,455 +295	+6%	+$14.1K	0.1%	111
2024 Q2	$241K	Buy	5,160 +300	+6%	+$13.9K	0.09%	108
2024 Q1	$229K	Buy	+4,860	New	+$229K	0.09%	110

Other funds holding EAGG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return