FFA
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Farther Finance Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Farther Finance 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 		$3.44M Buy
72,614
+19,423
+37% +$920K 0.03% 522
2026
Q1 		$2.52M Buy
53,191
+3,426
+7% +$164K 0.02% 551
2025
Q4 		$2.38M Buy
49,765
+11,615
+30% +$558K 0.03% 526
2025
Q3 		$1.83M Buy
38,150
+14,557
+62% +$692K 0.03% 487
2025
Q2 		$1.12M Buy
23,593
+1,607
+7% +$75.5K 0.02% 548
2025
Q1 		$1.04M Buy
21,986
+11,647
+113% +$546K 0.03% 482
2024
Q4 		$480K Buy
10,339
+309
+3% +$14.6K 0.02% 601
2024
Q3 		$487K Buy
10,030
+1,659
+20% +$79.4K 0.02% 599
2024
Q2 		$387K Buy
8,371
+1,645
+24% +$76.3K 0.02% 580
2024
Q1 		$313K Sell
6,726
-106
-2% -$4.99K 0.02% 533
2023
Q4 		$326K Sell
6,832
-3,632
-35% -$166K 0.02% 426
2023
Q3 		$474K Buy
10,464
+6,721
+180% +$312K 0.07% 214
2023
Q2 		$177K Buy
3,743
+1,548
+71% +$73.8K 0.04% 331
2023
Q1 		$105K Buy
2,195
+2,053
+1,446% +$97.8K 0.03% 396
2022
Q4 		$6.64K Buy
+142
New +$6.62K ﹤0.01% 1071

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Farther Finance Advisors's EAGG Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 37% in Q2 2026, buying an estimated $920K and bringing the position to 72,614 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #522.

Farther Finance Advisors first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Farther Finance Advisors held 72,614 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.44M as of Q2 2026.
  • Farther Finance Advisors bought 19,423 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $920K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #522 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.