CWM
EAGG icon

Cornerstone Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cornerstone Wealth Management’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
2026
Q2 		$1.16M Sell
24,442
-31
-0.1% -$1.47K 0.05% 314
2026
Q1 		$1.16M Sell
24,473
-494
-2% -$23.7K 0.06% 287
2025
Q4 		$1.19M Buy
24,967
+259
+1% +$12.5K 0.06% 266
2025
Q3 		$1.19M Buy
24,708
+29
+0.1% +$1.38K 0.07% 243
2025
Q2 		$1.17M Buy
24,679
+879
+4% +$41.3K 0.07% 234
2025
Q1 		$1.13M Sell
23,800
-112
-0.5% -$5.25K 0.08% 219
2024
Q4 		$1.11M Sell
23,912
-390
-2% -$18.4K 0.08% 216
2024
Q3 		$1.18M Buy
24,302
+126
+0.5% +$6.03K 0.08% 189
2024
Q2 		$1.13M Buy
24,176
+163
+0.7% +$7.56K 0.09% 185
2024
Q1 		$1.13M Buy
24,013
+811
+3% +$38.2K 0.09% 185
2023
Q4 		$1.11M Buy
23,202
+715
+3% +$32.7K 0.1% 182
2023
Q3 		$1.02M Sell
22,487
-7,074
-24% -$328K 0.1% 178
2023
Q2 		$1.39M Buy
29,561
+4,816
+19% +$229K 0.12% 151
2023
Q1 		$1.19M Buy
+24,745
New +$1.18M 0.12% 155
2022
Q3 		$400K Buy
+8,606
New +$419K 0.04% 298
2022
Q2 		– Sell
-8,016
Closed -$414K – 459
2022
Q1 		$414K Buy
+8,016
New +$425K 0.04% 310

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cornerstone Wealth Management's EAGG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.13% in Q2 2026, selling an estimated $1.47K and leaving 24,442 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #314.

Cornerstone Wealth Management first reported a position in EAGG in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q2 2023. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Cornerstone Wealth Management held 24,442 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.16M as of Q2 2026.
  • Cornerstone Wealth Management sold 31 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.47K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Cornerstone Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.39M in Q2 2023.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.