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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

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BlackRock
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PAMS
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return