EI
EAGG icon

eCIO Inc’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

eCIO Inc’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 		$7.78M Buy
164,204
+12,882
+9% +$610K 2.19% 15
2026
Q1 		$7.2M Buy
151,322
+17,462
+13% +$837K 3.16% 11
2025
Q4 		$6.41M Sell
133,860
-37,353
-22% -$1.8M 2.98% 10
2025
Q3 		$8.22M Buy
171,213
+34,981
+26% +$1.66M 3.07% 9
2025
Q2 		$6.48M Buy
136,232
+42,090
+45% +$1.98M 2.73% 9
2025
Q1 		$4.47M Buy
+94,142
New +$4.41M 1.5% 14

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

eCIO Inc's EAGG Position: Q2 2026 in Review

eCIO Inc increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.5% in Q2 2026, buying an estimated $610K and bringing the position to 164,204 shares worth $7.78M. The position accounts for 2.19% of the portfolio, ranked #15.

eCIO Inc first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.22M in Q3 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • eCIO Inc held 164,204 shares of iShares ESG Aware US Aggregate Bond ETF worth $7.78M as of Q2 2026.
  • eCIO Inc bought 12,882 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $610K.
  • iShares ESG Aware US Aggregate Bond ETF made up 2.19% of eCIO Inc's portfolio in Q2 2026, its #15 holding.
  • eCIO Inc first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • eCIO Inc's iShares ESG Aware US Aggregate Bond ETF position peaked at $8.22M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on eCIO Inc's 13F filing for Q2 2026, filed 27 Jul 2026.