EFM
EAGG icon

Eley Financial Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Eley Financial Management’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 		$2.77M Buy
58,381
+3,972
+7% +$188K 0.9% 34
2026
Q1 		$2.59M Sell
54,409
-180
-0.3% -$8.63K 0.93% 35
2025
Q4 		$2.61M Buy
54,589
+1,556
+3% +$74.8K 0.94% 35
2025
Q3 		$2.55M Buy
53,033
+1,825
+4% +$86.8K 0.92% 36
2025
Q2 		$2.43M Sell
51,208
-2,171
-4% -$102K 0.93% 35
2025
Q1 		$2.53M Buy
53,379
+2,537
+5% +$119K 1.01% 31
2024
Q4 		$2.36M Buy
50,842
+5,954
+13% +$281K 0.92% 35
2024
Q3 		$2.18M Buy
44,888
+5,060
+13% +$242K 0.88% 35
2024
Q2 		$1.86M Buy
39,828
+911
+2% +$42.2K 0.79% 38
2024
Q1 		$1.83M Sell
38,917
-2,509
-6% -$118K 0.79% 39
2023
Q4 		$1.98M Buy
41,426
+36,433
+730% +$1.67M 0.93% 33
2023
Q3 		$226K Buy
4,993
+570
+13% +$26.4K 0.12% 67
2023
Q2 		$209K Sell
4,423
-32
-0.7% -$1.52K 0.1% 68
2023
Q1 		$214K Buy
+4,455
New +$212K 0.11% 68

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

Eley Financial Management's EAGG Position: Q2 2026 in Review

Eley Financial Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.3% in Q2 2026, buying an estimated $188K and bringing the position to 58,381 shares worth $2.77M. The position accounts for 0.9% of the portfolio, ranked #34.

Eley Financial Management first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Eley Financial Management held 58,381 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.77M as of Q2 2026.
  • Eley Financial Management bought 3,972 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $188K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.9% of Eley Financial Management's portfolio in Q2 2026, its #34 holding.
  • Eley Financial Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.