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Evelyn V. Moreno’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$270K Sell
5,647
-3,123
-36% -$143K 0.13% 114
2023
Q3 		$397K Buy
+8,770
New +$407K 0.09% 92

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Evelyn V. Moreno's EAGG Position: Q4 2023 in Review

Evelyn V. Moreno reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 36% in Q4 2023, selling an estimated $143K and leaving 5,647 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #114.

Evelyn V. Moreno first reported a position in EAGG in Q3 2023 and has held it in 2 quarters since. The position peaked at $397K in Q3 2023. 365 funds tracked by Wall St. Rank hold EAGG as of Q4 2023.

  • Evelyn V. Moreno held 5,647 shares of iShares ESG Aware US Aggregate Bond ETF worth $270K as of Q4 2023.
  • Evelyn V. Moreno sold 3,123 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2023, an estimated $143K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Evelyn V. Moreno's portfolio in Q4 2023, its #114 holding.
  • Evelyn V. Moreno first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • Evelyn V. Moreno's iShares ESG Aware US Aggregate Bond ETF position peaked at $397K in Q3 2023.
  • 365 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.