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Evergreen Wealth Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Evergreen Wealth Solutions’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
Q2 		– Sell
-6,836
Closed -$329K – 104
2023
Q1 		$329K Sell
6,836
-2,854
-29% -$136K 0.38% 75
2022
Q4 		$453K Buy
9,690
+554
+6% +$25.8K 0.6% 57
2022
Q3 		$424K Sell
9,136
-176
-2% -$8.57K 0.6% 54
2022
Q2 		$456K Sell
9,312
-15
-0.2% -$743 0.56% 56
2022
Q1 		$482K Buy
9,327
+1,612
+21% +$85.4K 0.47% 48
2021
Q4 		$426K Buy
+7,715
New +$424K 0.39% 58

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evergreen Wealth Solutions's EAGG Position: Q2 2023 in Review

Evergreen Wealth Solutions sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2023, closing a stake of 6,836 shares — an estimated $329K sold.

Evergreen Wealth Solutions first reported a position in EAGG in Q4 2021 and held it in 6 quarters. The position peaked at $482K in Q1 2022. 317 funds tracked by Wall St. Rank hold EAGG as of Q2 2023.

  • Evergreen Wealth Solutions reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 6,836 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2023, an estimated $329K.
  • Evergreen Wealth Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 6 quarters.
  • Evergreen Wealth Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $482K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2023.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2023, filed 11 Aug 2023.