Envestnet Portfolio Solutions
EAGG icon

Envestnet Portfolio Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Envestnet Portfolio Solutions’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 		$50.3M Buy
1,061,035
+216,823
+26% +$10.3M 0.24% 68
2026
Q1 		$40.1M Buy
844,212
+107,495
+15% +$5.15M 0.22% 71
2025
Q4 		$35.3M Sell
736,717
-52,265
-7% -$2.51M 0.12% 86
2025
Q3 		$37.9M Sell
788,982
-50,161
-6% -$2.38M 0.14% 85
2025
Q2 		$39.9M Sell
839,143
-80,849
-9% -$3.8M 0.15% 78
2025
Q1 		$43.7M Buy
919,992
+53,747
+6% +$2.52M 0.17% 76
2024
Q4 		$40.2M Buy
866,245
+32,631
+4% +$1.54M 0.13% 86
2024
Q3 		$40.5M Buy
833,614
+6,140
+0.7% +$294K 0.13% 83
2024
Q2 		$38.6M Sell
827,474
-59,765
-7% -$2.77M 0.13% 85
2024
Q1 		$41.8M Sell
887,239
-166,425
-16% -$7.83M 0.16% 79
2023
Q4 		$50.3M Sell
1,053,664
-50,995
-5% -$2.34M 0.21% 66
2023
Q3 		$50M Buy
+1,104,659
New +$51.2M 0.24% 56

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

Envestnet Portfolio Solutions's EAGG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 26% in Q2 2026, buying an estimated $10.3M and bringing the position to 1,061,035 shares worth $50.3M. The position accounts for 0.24% of the portfolio, ranked #68.

Envestnet Portfolio Solutions first reported a position in EAGG in Q3 2023 and has held it in 12 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,061,035 shares of iShares ESG Aware US Aggregate Bond ETF worth $50.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 216,823 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $10.3M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.24% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #68 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.