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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Emergent Wealth Advisors's EAGG Position: Q2 2026 in Review

Emergent Wealth Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.2% in Q2 2026, selling an estimated $13.5K and leaving 8,497 shares worth $403K. The position accounts for 0.21% of the portfolio, ranked #82.

Emergent Wealth Advisors first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $418K in Q1 2026. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Emergent Wealth Advisors held 8,497 shares of iShares ESG Aware US Aggregate Bond ETF worth $403K as of Q2 2026.
Emergent Wealth Advisors sold 284 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $13.5K.
iShares ESG Aware US Aggregate Bond ETF made up 0.21% of Emergent Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Emergent Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Emergent Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $418K in Q1 2026.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.