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

Emergent 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
2026 Q2	$403K	Sell	8,497 -284	-3%	-$13.5K	0.21%	82
2026 Q1	$418K	Buy	8,781 +3,452	+65%	+$165K	0.25%	74
2025 Q4	$255K	Sell	5,329 -11	-0.2%	-$529	0.14%	112
2025 Q3	$256K	Buy	5,340 +127	+2%	+$6.04K	0.15%	101
2025 Q2	$248K	Buy	5,213 +298	+6%	+$14K	0.16%	95
2025 Q1	$233K	Buy	4,915 +31	+0.6%	+$1.45K	0.17%	94
2024 Q4	$227K	Sell	4,884 -33	-0.7%	-$1.56K	0.16%	100
2024 Q3	$239K	Sell	4,917 -384	-7%	-$18.4K	0.18%	92
2024 Q2	$247K	Buy	+5,301	New	+$246K	0.2%	88

Other funds holding EAGG

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return