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 Q3	$440K	Buy	9,722 +2	+0%	+$93	0.2%	104
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

CWC Advisors's EAGG Position: Q3 2026 in Review

CWC Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.02% in Q3 2026, buying an estimated $93 and bringing the position to 9,722 shares worth $440K. The position accounts for 0.2% of the portfolio, ranked #104.

CWC Advisors first reported a position in EAGG in Q3 2024 and has held it in 9 quarters since. The position peaked at $465K in Q4 2025. 201 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

CWC Advisors held 9,722 shares of iShares ESG Aware US Aggregate Bond ETF worth $440K as of Q3 2026.
CWC Advisors bought 2 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $93.
iShares ESG Aware US Aggregate Bond ETF made up 0.2% of CWC Advisors's portfolio in Q3 2026, its #104 holding.
CWC Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $465K in Q4 2025.
201 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.