Consolidated Portfolio Review Corp’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-17,162	Closed	-$824K	–	138
2025 Q3	$824K	Sell	17,162 -31	-0.2%	-$1.47K	0.1%	205
2025 Q2	$817K	Buy	17,193 +250	+1%	+$11.7K	0.11%	189
2025 Q1	$804K	Sell	16,943 -505	-3%	-$23.7K	0.13%	175
2024 Q4	$810K	Sell	17,448 -780	-4%	-$36.8K	0.13%	178
2024 Q3	$886K	Sell	18,228 -660	-3%	-$31.6K	0.2%	133
2024 Q2	$880K	Sell	18,888 -1,373	-7%	-$63.6K	0.21%	125
2024 Q1	$953K	Buy	20,261 +545	+3%	+$25.6K	0.25%	103
2023 Q4	$941K	Sell	19,716 -172	-0.9%	-$7.88K	0.22%	115
2023 Q3	$901K	Buy	+19,888	New	+$923K	0.22%	115

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Consolidated Portfolio Review Corp's EAGG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 17,162 shares — an estimated $824K sold.

Consolidated Portfolio Review Corp first reported a position in EAGG in Q3 2023 and held it in 9 quarters. The position peaked at $953K in Q1 2024. 453 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 17,162 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $824K.
Consolidated Portfolio Review Corp first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and held it in 9 quarters.
Consolidated Portfolio Review Corp's iShares ESG Aware US Aggregate Bond ETF position peaked at $953K in Q1 2024.
453 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.