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

CWC 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	$461K	Buy	9,720 +2	+0%	+$95	0.2%	103
2026 Q1	$462K	Hold	9,718	–	–	0.22%	98
2025 Q4	$465K	Buy	9,718 +37	+0.4%	+$1.78K	0.22%	101
2025 Q3	$465K	Sell	9,681 -34	-0.3%	-$1.62K	0.23%	100
2025 Q2	$462K	Sell	9,715 -5	-0.1%	-$235	0.24%	87
2025 Q1	$462K	Buy	9,720 +25	+0.3%	+$1.17K	0.26%	80
2024 Q4	$450K	Buy	9,695 +387	+4%	+$18.3K	0.45%	61
2024 Q3	$452K	Buy	+9,308	New	+$446K	0.45%	62

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CWC Advisors's EAGG Position: Q2 2026 in Review

CWC Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.02% in Q2 2026, buying an estimated $95 and bringing the position to 9,720 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #103.

CWC Advisors first reported a position in EAGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $465K in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

CWC Advisors held 9,720 shares of iShares ESG Aware US Aggregate Bond ETF worth $461K as of Q2 2026.
CWC Advisors bought 2 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $95.
iShares ESG Aware US Aggregate Bond ETF made up 0.2% of CWC Advisors's portfolio in Q2 2026, its #103 holding.
CWC Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $465K in Q4 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.