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EGWAG
Elwood & Goetz Wealth Advisory Group’s
iShares ESG Aware US Aggregate Bond ETF
EAGG
Stock Holding History
Elwood & Goetz Wealth Advisory Group’s Portfolio
EAGG Stock Details
EAGG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-31,058
Closed
-$1.46M
–
84
2024
Q1
$1.46M
Sell
31,058
-21,233
-41%
-$999K
0.35%
32
2023
Q4
$2.5M
Buy
52,291
+2,761
+6%
+$126K
0.53%
26
2023
Q3
$2.24M
Buy
49,530
+2,573
+5%
+$119K
0.52%
26
2023
Q2
$2.21M
Sell
46,957
-1,282
-3%
-$61.1K
0.5%
26
2023
Q1
$2.32M
Buy
48,239
+9,417
+24%
+$449K
0.55%
26
2022
Q4
$1.81M
Buy
38,822
+1,601
+4%
+$74.6K
0.55%
26
2022
Q3
$1.73M
Sell
37,221
-2,140
-5%
-$104K
0.58%
27
2022
Q2
$1.93M
Sell
39,361
-84,889
-68%
-$4.2M
0.64%
25
2022
Q1
$6.42M
Buy
124,250
+75,272
+154%
+$3.99M
1.99%
15
2021
Q4
$2.7M
Buy
48,978
+12,044
+33%
+$663K
0.84%
17
2021
Q3
$2.04M
Sell
36,934
-2,281
-6%
-$127K
0.7%
18
2021
Q2
$2.17M
Buy
39,215
+10,203
+35%
+$560K
0.82%
16
2021
Q1
$1.59M
Buy
29,012
+17,240
+146%
+$956K
0.66%
16
2020
Q4
$666K
Buy
11,772
+6,033
+105%
+$340K
0.3%
20
2020
Q3
$324K
Buy
5,739
+675
+13%
+$38.3K
0.17%
31
2020
Q2
$286K
Buy
5,064
+1,403
+38%
+$78.6K
0.17%
30
2020
Q1
$203K
Buy
+3,661
New
+$200K
0.15%
31
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
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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