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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Equitable Holdings's EAGG Position: Q1 2026 in Review

Equitable Holdings increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q1 2026, buying an estimated $474K and bringing the position to 91,598 shares worth $4.38M. The position accounts for 0.03% of the portfolio, ranked #475.

Equitable Holdings first reported a position in EAGG in Q2 2020 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Equitable Holdings held 91,598 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.38M as of Q1 2026.
  • Equitable Holdings bought 9,900 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $474K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #475 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.