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EAGG icon

Crewe Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Crewe Advisors’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 		$96.5K Sell
2,035
-26
-1% -$1.23K 0.01% 343
2026
Q1 		$98K Buy
2,061
+3
+0.1% +$144 0.01% 296
2025
Q4 		$98.5K Buy
2,058
+6
+0.3% +$288 0.01% 287
2025
Q3 		$98.6K Buy
2,052
+438
+27% +$20.8K 0.01% 300
2025
Q2 		$76.7K Buy
1,614
+821
+104% +$38.6K 0.01% 247
2025
Q1 		$37.7K Hold
793
– – 0.01% 298
2024
Q4 		$36.8K Buy
793
+229
+41% +$10.8K 0.01% 305
2024
Q3 		$27.4K Buy
564
+10
+2% +$479 ﹤0.01% 369
2024
Q2 		$25.8K Hold
554
– – ﹤0.01% 505
2024
Q1 		$26.1K Buy
554
+126
+29% +$5.93K ﹤0.01% 460
2023
Q4 		$20.4K Hold
428
– – ﹤0.01% 163
2023
Q3 		$19.4K Buy
428
+8
+2% +$371 ﹤0.01% 202
2023
Q2 		$19.8K Hold
420
– – ﹤0.01% 347
2023
Q1 		$20.2K Hold
420
– – ﹤0.01% 431
2022
Q4 		$19.6K Hold
420
– – ﹤0.01% 426
2022
Q3 		$20K Buy
420
+401
+2,111% +$19.5K ﹤0.01% 459
2022
Q2 		$1K Hold
19
– – ﹤0.01% 1056
2022
Q1 		$1K Hold
19
– – ﹤0.01% 452
2021
Q4 		$1K Hold
19
– – ﹤0.01% 385
2021
Q3 		$1K Hold
19
– – ﹤0.01% 374
2021
Q2 		$1K Hold
19
– – ﹤0.01% 433
2021
Q1 		$1K Hold
19
– – ﹤0.01% 435
2020
Q4 		$1K Hold
19
– – ﹤0.01% 424
2020
Q3 		$1K Buy
+19
New +$1.08K ﹤0.01% 576

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

Crewe Advisors's EAGG Position: Q2 2026 in Review

Crewe Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.3% in Q2 2026, selling an estimated $1.23K and leaving 2,035 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #343.

Crewe Advisors first reported a position in EAGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $98.6K in Q3 2025. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Crewe Advisors held 2,035 shares of iShares ESG Aware US Aggregate Bond ETF worth $96.5K as of Q2 2026.
  • Crewe Advisors sold 26 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.23K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #343 holding.
  • Crewe Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Crewe Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $98.6K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.