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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Elwood & Goetz Wealth Advisory Group's EAGG Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 31,058 shares — an estimated $1.46M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in EAGG in Q1 2020 and held it in 17 quarters. The position peaked at $6.42M in Q1 2022. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 31,058 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $1.46M.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and held it in 17 quarters.
  • Elwood & Goetz Wealth Advisory Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.42M in Q1 2022.
  • 364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.