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EAGG icon

CPWM LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

CPWM LLC’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
2022
Q3 		$1M Buy
21,608
+1,782
+9% +$86.8K 0.09% 129
2022
Q2 		$970K Buy
19,826
+132
+0.7% +$6.54K 0.09% 154
2022
Q1 		$1.02M Buy
19,694
+10,701
+119% +$567K 0.07% 136
2021
Q4 		$496K Hold
8,993
– – 0.04% 222
2021
Q3 		$496K Sell
8,993
-194
-2% -$10.8K 0.05% 182
2021
Q2 		$508K Buy
9,187
+3,524
+62% +$194K 0.04% 192
2021
Q1 		$310K Buy
5,663
+8
+0.1% +$443 0.03% 258
2020
Q4 		$320K Buy
5,655
+1,887
+50% +$106K 0.03% 240
2020
Q3 		$213K Buy
+3,768
New +$214K 0.02% 256

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return