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Fairview Capital Investment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Fairview Capital Investment Management’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 		$322K Hold
6,775
– – 0.02% 157
2025
Q4 		$324K Hold
6,775
– – 0.02% 142
2025
Q3 		$325K Hold
6,775
– – 0.02% 140
2025
Q2 		$322K Hold
6,775
– – 0.02% 132
2025
Q1 		$322K Buy
6,775
+50
+0.7% +$2.34K 0.02% 136
2024
Q4 		$312K Buy
6,725
+525
+8% +$24.8K 0.02% 139
2024
Q3 		$301K Buy
6,200
+250
+4% +$12K 0.02% 132
2024
Q2 		$277K Buy
5,950
+250
+4% +$11.6K 0.02% 129
2024
Q1 		$268K Buy
5,700
+1,250
+28% +$58.8K 0.02% 139
2023
Q4 		$212K Hold
4,450
– – 0.01% 144
2023
Q3 		$202K Buy
+4,450
New +$206K 0.01% 141
2022
Q1 		– Sell
-3,675
Closed -$202K – 132
2021
Q4 		$202K Hold
3,675
– – 0.01% 134
2021
Q3 		$202K Hold
3,675
– – 0.01% 122
2021
Q2 		$203K Hold
3,675
– – 0.01% 125
2021
Q1 		$201K Hold
3,675
– – 0.01% 152
2020
Q4 		$207K Hold
3,675
– – 0.01% 138
2020
Q3 		$207K Hold
3,675
– – 0.01% 133
2020
Q2 		$207K Hold
3,675
– – 0.01% 122
2020
Q1 		$203K Buy
+3,675
New +$200K 0.01% 126

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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fairview Capital Investment Management's EAGG Position: Q1 2026 in Review

Fairview Capital Investment Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q1 2026 at 6,775 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #157.

Fairview Capital Investment Management first reported a position in EAGG in Q1 2020 and has held it in 19 quarters since. The position peaked at $325K in Q3 2025. 469 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Fairview Capital Investment Management held 6,775 shares of iShares ESG Aware US Aggregate Bond ETF worth $322K as of Q1 2026.
  • Fairview Capital Investment Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q1 2026, its #157 holding.
  • Fairview Capital Investment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Fairview Capital Investment Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $325K in Q3 2025.
  • 469 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.