Estate Counselors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Estate Counselors’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	–	Sell	-9,825	Closed	-$470K	–	102
2025 Q4	$470K	Hold	9,825	–	–	0.04%	77
2025 Q3	$472K	Hold	9,825	–	–	0.04%	78
2025 Q2	$467K	Hold	9,825	–	–	0.05%	71
2025 Q1	$466K	Buy	9,825 +3,500	+55%	+$164K	0.05%	78
2024 Q4	$294K	Hold	6,325	–	–	0.03%	91
2024 Q3	$307K	Hold	6,325	–	–	0.03%	98
2024 Q2	$295K	Buy	6,325 +375	+6%	+$17.4K	0.03%	104
2024 Q1	$280K	Sell	5,950 -8,300	-58%	-$391K	0.03%	106
2023 Q4	$680K	Hold	14,250	–	–	0.08%	102
2023 Q3	$646K	Hold	14,250	–	–	0.09%	104
2023 Q2	$672K	Sell	14,250 -130	-0.9%	-$6.19K	0.09%	112
2023 Q1	$691K	Hold	14,380	–	–	0.09%	105
2022 Q4	$672K	Buy	14,380 +2,500	+21%	+$117K	0.09%	116
2022 Q3	$6K	Buy	+11,880	New	+$579K	﹤0.01%	167
2022 Q1	–	Sell	-15,320	Closed	-$845K	–	164
2021 Q4	$845K	Buy	+15,320	New	+$843K	0.1%	102

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Estate Counselors's EAGG Position: Q1 2026 in Review

Estate Counselors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026, closing a stake of 9,825 shares — an estimated $470K sold.

Estate Counselors first reported a position in EAGG in Q4 2021 and held it in 15 quarters. The position peaked at $845K in Q4 2021. 474 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Estate Counselors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Estate Counselors sold 9,825 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $470K.
Estate Counselors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 15 quarters.
Estate Counselors's iShares ESG Aware US Aggregate Bond ETF position peaked at $845K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.