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Cougar Global Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cougar Global Investments’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
2020
Q2 		– Sell
-107
Closed -$6K – 18
2020
Q1 		$6K Sell
107
-71
-40% -$3.87K 0.01% 13
2019
Q4 		$10K Hold
178
– – 0.01% 14
2019
Q3 		$10K Hold
178
– – 0.01% 14
2019
Q2 		$10K Sell
178
-205
-54% -$10.7K 0.01% 14
2019
Q1 		$20K Buy
+383
New +$19.7K 0.01% 13

Other funds holding EAGG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cougar Global Investments's EAGG Position: Q2 2020 in Review

Cougar Global Investments sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2020, closing a stake of 107 shares — an estimated $6K sold.

Cougar Global Investments first reported a position in EAGG in Q1 2019 and held it in 5 quarters. The position peaked at $20K in Q1 2019. 87 funds tracked by Wall St. Rank hold EAGG as of Q2 2020.

  • Cougar Global Investments reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cougar Global Investments sold 107 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2020, an estimated $6K.
  • Cougar Global Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2019 and held it in 5 quarters.
  • Cougar Global Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $20K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2020.

Based on Cougar Global Investments's 13F filing for Q2 2020, filed 6 Jul 2020.