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 Q2	$1.3M	Buy	27,356 +4,087	+18%	+$194K	0.04%	301
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 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 22.96% 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

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

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

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

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

EverSource Wealth Advisors's EAGG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 18% in Q2 2026, buying an estimated $194K and bringing the position to 27,356 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #301.

EverSource Wealth Advisors first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

EverSource Wealth Advisors held 27,356 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.3M as of Q2 2026.
EverSource Wealth Advisors bought 4,087 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $194K.
iShares ESG Aware US Aggregate Bond ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #301 holding.
EverSource Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.