CI
EAGG icon

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
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% +$6.43K 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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional's EAGG Position: Q2 2026 in Review

CX Institutional increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 24% in Q2 2026, buying an estimated $593K and bringing the position to 64,181 shares worth $3.04M. The position accounts for 0.09% of the portfolio, ranked #205.

CX Institutional first reported a position in EAGG in Q3 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • CX Institutional held 64,181 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.04M as of Q2 2026.
  • CX Institutional bought 12,523 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $593K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.09% of CX Institutional's portfolio in Q2 2026, its #205 holding.
  • CX Institutional first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.