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Cooper Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cooper Financial Group’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
2021
Q4 		– Sell
-4,386
Closed -$242K – 246
2021
Q3 		$242K Buy
4,386
+382
+10% +$21.3K 0.05% 214
2021
Q2 		$222K Hold
4,004
– – 0.05% 232
2021
Q1 		$219K Sell
4,004
-75
-2% -$4.16K 0.05% 224
2020
Q4 		$231K Sell
4,079
-220
-5% -$12.4K 0.05% 257
2020
Q3 		$243K Buy
+4,299
New +$244K 0.07% 172

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cooper Financial Group's EAGG Position: Q4 2021 in Review

Cooper Financial Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2021, closing a stake of 4,386 shares — an estimated $242K sold.

Cooper Financial Group first reported a position in EAGG in Q3 2020 and held it in 5 quarters. The position peaked at $243K in Q3 2020. 234 funds tracked by Wall St. Rank hold EAGG as of Q4 2021.

  • Cooper Financial Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 4,386 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2021, an estimated $242K.
  • Cooper Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 5 quarters.
  • Cooper Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $243K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.