Copperleaf Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Copperleaf Capital’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 Q3	$268K	Buy	5,576 +568	+11%	+$27K	0.13%	101
2025 Q2	$238K	Hold	5,008	–	–	0.12%	99
2025 Q1	$238K	Buy	+5,008	New	+$235K	0.14%	99
2024 Q4	–	Sell	-4,192	Closed	-$204K	–	95
2024 Q3	$204K	Buy	+4,192	New	+$201K	0.16%	89
2024 Q2	–	Sell	-4,748	Closed	-$223K	–	91
2024 Q1	$223K	Buy	4,748 +226	+5%	+$10.6K	0.19%	79
2023 Q4	$216K	Sell	4,522 -67	-1%	-$3.07K	0.22%	74
2023 Q3	$208K	Buy	+4,589	New	+$213K	0.22%	76

Other funds holding EAGG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Copperleaf Capital's EAGG Position: Q3 2025 in Review

Copperleaf Capital increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 11% in Q3 2025, buying an estimated $27K and bringing the position to 5,576 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #101.

Copperleaf Capital first reported a position in EAGG in Q3 2023 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

Copperleaf Capital held 5,576 shares of iShares ESG Aware US Aggregate Bond ETF worth $268K as of Q3 2025.
Copperleaf Capital bought 568 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $27K.
iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Copperleaf Capital's portfolio in Q3 2025, its #101 holding.
Copperleaf Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 7 quarters since.
417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.