Congress Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Congress Wealth Management’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	$1.77M	Buy	37,146 +9,032	+32%	+$424K	0.02%	581
2025 Q1	$1.33M	Buy	28,114 +4,601	+20%	+$216K	0.02%	564
2024 Q4	$1.09M	Sell	23,513 -711	-3%	-$33.6K	0.02%	504
2024 Q3	$1.18M	Buy	24,224 +335	+1%	+$16K	0.02%	495
2024 Q2	$1.11M	Buy	23,889 +610	+3%	+$28.3K	0.02%	413
2024 Q1	$1.1M	Sell	23,279 -2,049	-8%	-$96.4K	0.02%	368
2023 Q4	$1.21M	Buy	+25,328	New	+$1.16M	0.02%	374
2023 Q3	–	Sell	-17,572	Closed	-$829K	–	605
2023 Q2	$829K	Buy	+17,572	New	+$837K	0.02%	358

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

Northwestern Mutual Wealth Management

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

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

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

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return