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

EP 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 		$4.16M Buy
87,681
+15,710
+22% +$744K 0.02% 418
2026
Q1 		$3.42M Sell
71,971
-15,972
-18% -$765K 0.02% 369
2025
Q4 		$4.21M Buy
+87,943
New +$4.23M 0.02% 307
2025
Q2 		$2.61M Buy
54,923
+1,573
+3% +$73.9K 0.02% 362
2025
Q1 		$2.53M Sell
53,350
-3,175
-6% -$149K 0.02% 327
2024
Q4 		$2.63M Sell
56,525
-1,439
-2% -$68K 0.02% 311
2024
Q3 		$2.82M Buy
57,964
+1,154
+2% +$55.2K 0.02% 299
2024
Q2 		$2.65M Sell
56,810
-32,845
-37% -$1.52M 0.03% 244
2024
Q1 		$4.22M Sell
89,655
-3,627
-4% -$171K 0.05% 189
2023
Q4 		$4.45M Buy
93,282
+72,780
+355% +$3.33M 0.06% 172
2023
Q3 		$929K Buy
20,502
+3,457
+20% +$160K 0.01% 344
2023
Q2 		$761K Buy
17,045
+15,035
+748% +$716K 0.01% 376
2023
Q1 		$234K Sell
2,010
-16,765
-89% -$799K ﹤0.01% 542
2022
Q4 		$878K Buy
18,775
+6,055
+48% +$282K 0.02% 300
2022
Q3 		$591K Sell
12,720
-58,475
-82% -$2.85M 0.01% 273
2022
Q2 		$3.48M Sell
71,195
-15,025
-17% -$744K 0.08% 141
2022
Q1 		$4.45M Buy
86,220
+82,460
+2,193% +$4.37M 0.1% 122
2021
Q4 		$208K Buy
+3,760
New +$207K ﹤0.01% 522

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

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

EP Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 22% in Q2 2026, buying an estimated $744K and bringing the position to 87,681 shares worth $4.16M. The position accounts for 0.02% of the portfolio, ranked #418.

EP Wealth Advisors first reported a position in EAGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.45M in Q4 2023. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • EP Wealth Advisors held 87,681 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.16M as of Q2 2026.
  • EP Wealth Advisors bought 15,710 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $744K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • EP Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $4.45M in Q4 2023.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.