Copperleaf Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
5,008
| – | – | 0.12% | 99 |
|
|
2025
Q1 | $238K | Buy |
+5,008
| New | +$238K | 0.14% | 99 |
|
|
2024
Q4 | – | Sell |
-4,192
| Closed | -$204K | – | 95 |
|
|
2024
Q3 | $204K | Buy |
+4,192
| New | +$204K | 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% | -$3.2K | 0.22% | 74 |
|
|
2023
Q3 | $208K | Buy |
+4,589
| New | +$208K | 0.22% | 76 |
|