EverSource Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

EverSource Wealth Advisors’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	$1.11M	Buy	23,269 +3,071	+15%	+$147K	0.03%	356
2025 Q4	$966K	Sell	20,198 -842	-4%	-$40.5K	0.04%	351
2025 Q3	$1.01M	Buy	21,040 +767	+4%	+$36.5K	0.04%	308
2025 Q2	$964K	Buy	20,273 +828	+4%	+$38.9K	0.04%	289
2025 Q1	$923K	Buy	19,445 +4,418	+29%	+$207K	0.05%	262
2024 Q4	$698K	Buy	15,027 +764	+5%	+$36.1K	0.04%	303
2024 Q3	$693K	Buy	14,263 +44	+0.3%	+$2.11K	0.04%	278
2024 Q2	$676K	Buy	14,219 +13,784	+3,169%	+$639K	0.04%	271
2024 Q1	$19.9K	Hold	435	–	–	﹤0.01%	1364
2023 Q4	$20.8K	Buy	+435	New	+$19.9K	﹤0.01%	1213

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 $1.47T 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 San Diego, California $376B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return