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D.J. St. Germain’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

D.J. St. Germain’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
2024
Q1 		– Sell
-2,996
Closed -$143K – 796
2023
Q4 		$143K Buy
2,996
+2,964
+9,263% +$136K 0.01% 292
2023
Q3 		$1.45K Buy
+32
New +$1.49K ﹤0.01% 677

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.J. St. Germain's EAGG Position: Q1 2024 in Review

D.J. St. Germain sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2024, closing a stake of 2,996 shares — an estimated $143K sold.

D.J. St. Germain first reported a position in EAGG in Q3 2023 and held it in 2 quarters. The position peaked at $143K in Q4 2023. 362 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

  • D.J. St. Germain reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • D.J. St. Germain sold 2,996 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $143K.
  • D.J. St. Germain first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and held it in 2 quarters.
  • D.J. St. Germain's iShares ESG Aware US Aggregate Bond ETF position peaked at $143K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on D.J. St. Germain's 13F filing for Q1 2024, filed 2 Apr 2024.