EH
EAGG icon

Equitable Holdings’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Equitable Holdings’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 		$5.28M Buy
111,410
+19,812
+22% +$939K 0.03% 438
2026
Q1 		$4.38M Buy
91,598
+9,900
+12% +$474K 0.03% 475
2025
Q4 		$3.91M Sell
81,698
-3,764
-4% -$181K 0.03% 436
2025
Q3 		$4.1M Buy
85,462
+4,431
+5% +$211K 0.03% 405
2025
Q2 		$3.85M Buy
81,031
+6,837
+9% +$321K 0.03% 389
2025
Q1 		$3.52M Buy
74,194
+17,506
+31% +$821K 0.03% 373
2024
Q4 		$2.63M Buy
56,688
+2,343
+4% +$111K 0.03% 415
2024
Q3 		$2.64M Buy
54,345
+2,785
+5% +$133K 0.03% 417
2024
Q2 		$2.4M Buy
51,560
+208
+0.4% +$9.64K 0.03% 417
2024
Q1 		$2.42M Buy
51,352
+1,401
+3% +$65.9K 0.03% 393
2023
Q4 		$2.38M Buy
49,951
+3,559
+8% +$163K 0.03% 367
2023
Q3 		$2.1M Buy
46,392
+10,472
+29% +$486K 0.03% 351
2023
Q2 		$1.69M Buy
35,920
+1,561
+5% +$74.4K 0.02% 385
2023
Q1 		$1.65M Buy
+34,359
New +$1.64M 0.03% 367
2020
Q4 		– Sell
-9,298
Closed -$525K – 687
2020
Q3 		$525K Buy
9,298
+2,337
+34% +$133K 0.01% 406
2020
Q2 		$394K Buy
+6,961
New +$390K 0.01% 455

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

Equitable Holdings's EAGG Position: Q2 2026 in Review

Equitable Holdings increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 22% in Q2 2026, buying an estimated $939K and bringing the position to 111,410 shares worth $5.28M. The position accounts for 0.03% of the portfolio, ranked #438.

Equitable Holdings first reported a position in EAGG in Q2 2020 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Equitable Holdings held 111,410 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.28M as of Q2 2026.
  • Equitable Holdings bought 19,812 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $939K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #438 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.