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

Divergent Wealth 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
2024 Q3	$1.02M	Hold	20,890	–	–	0.19%	14
2024 Q2	$974K	Sell	20,890 -1	-0%	-$46	0.19%	14
2024 Q1	$983K	Hold	20,891	–	–	0.2%	13
2023 Q4	$997K	Buy	20,891 +1	+0%	+$46	0.21%	14
2023 Q3	$946K	Sell	20,890 -32,672	-61%	-$1.52M	0.22%	14
2023 Q2	$2.53M	Sell	53,562 -24,647	-32%	-$1.17M	0.56%	14
2023 Q1	$3.76M	Sell	78,209 -89,627	-53%	-$4.27M	0.88%	13
2022 Q4	$7.84M	Buy	+167,836	New	+$7.82M	1.97%	12

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Divergent Wealth Advisors's EAGG Position: Q3 2024 in Review

Divergent Wealth Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q3 2024 at 20,890 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #14.

Divergent Wealth Advisors first reported a position in EAGG in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.84M in Q4 2022. 372 funds tracked by Wall St. Rank hold EAGG as of Q3 2024.

Divergent Wealth Advisors held 20,890 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.02M as of Q3 2024.
Divergent Wealth Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q3 2024.
iShares ESG Aware US Aggregate Bond ETF made up 0.19% of Divergent Wealth Advisors's portfolio in Q3 2024, its #14 holding.
Divergent Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Divergent Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $7.84M in Q4 2022.
372 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.