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EQ LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

EQ LLC’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
Q4 		– Sell
-4,214
Closed -$205K – 63
2024
Q3 		$205K Buy
+4,214
New +$202K 0.1% 59

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EQ LLC's EAGG Position: Q4 2024 in Review

EQ LLC sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 4,214 shares — an estimated $205K sold.

EQ LLC first reported a position in EAGG in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 401 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • EQ LLC reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • EQ LLC sold 4,214 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $205K.
  • EQ LLC first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • EQ LLC's iShares ESG Aware US Aggregate Bond ETF position peaked at $205K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on EQ LLC's 13F filing for Q4 2024, filed 5 Feb 2025.