EverSource Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
20,273
+828
| +4% | +$39.4K | 0.04% | 288 |
|
|
2025
Q1 | $923K | Buy |
19,445
+4,418
| +29% | +$210K | 0.05% | 261 |
|
|
2024
Q4 | $698K | Buy |
15,027
+764
| +5% | +$35.5K | 0.04% | 303 |
|
|
2024
Q3 | $693K | Buy |
14,263
+44
| +0.3% | +$2.14K | 0.04% | 278 |
|
|
2024
Q2 | $676K | Buy |
14,219
+13,784
| +3,169% | +$656K | 0.04% | 271 |
|
|
2024
Q1 | $19.9K | Hold |
435
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q4 | $20.8K | Buy |
+435
| New | +$20.8K | ﹤0.01% | 1213 |
|