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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Crewe Advisors's EAGG Position: Q1 2026 in Review

Crewe Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.15% in Q1 2026, buying an estimated $144 and bringing the position to 2,061 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #296.

Crewe Advisors first reported a position in EAGG in Q3 2020 and has held it in 23 quarters since. The position peaked at $98.6K in Q3 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Crewe Advisors held 2,061 shares of iShares ESG Aware US Aggregate Bond ETF worth $98K as of Q1 2026.
  • Crewe Advisors bought 3 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $144.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Crewe Advisors's portfolio in Q1 2026, its #296 holding.
  • Crewe Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Crewe Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $98.6K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.