CX Institutional’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

CX Institutional’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	$2.15M	Sell	47,503 -16,678	-26%	-$776K	0.06%	245
2026 Q2	$3.04M	Buy	64,181 +12,523	+24%	+$593K	0.09%	205
2026 Q1	$2.46M	Buy	51,658 +85	+0.2%	+$4.07K	0.07%	230
2025 Q4	$2.47M	Buy	51,573 +11,095	+27%	+$533K	0.07%	183
2025 Q3	$1.94M	Buy	40,478 +1,054	+3%	+$50.1K	0.06%	208
2025 Q2	$1.87M	Buy	39,424 +137	+0.3%	+$6.44K	0.07%	202
2025 Q1	$1.86M	Buy	39,287 +21,256	+118%	+$996K	0.07%	200
2024 Q4	$837K	Buy	18,031 +914	+5%	+$43.2K	0.03%	280
2024 Q3	$832K	Buy	17,117 +231	+1%	+$11.1K	0.04%	307
2024 Q2	$787K	Sell	16,886 -1,998	-11%	-$92.6K	0.04%	313
2024 Q1	$887K	Buy	+18,884	New	+$889K	0.04%	296
2023 Q4	–	Sell	-5,129	Closed	-$232K	–	535
2023 Q3	$232K	Buy	+5,129	New	+$238K	0.01%	451

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

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

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

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

CX Institutional's EAGG Position: Q3 2026 in Review

CX Institutional reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 26% in Q3 2026, selling an estimated $776K and leaving 47,503 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #245.

CX Institutional first reported a position in EAGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.04M in Q2 2026. 133 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

CX Institutional held 47,503 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.15M as of Q3 2026.
CX Institutional sold 16,678 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $776K.
iShares ESG Aware US Aggregate Bond ETF made up 0.06% of CX Institutional's portfolio in Q3 2026, its #245 holding.
CX Institutional first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
CX Institutional's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.04M in Q2 2026.
133 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.