FC Advisory’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

FC Advisory’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 Q3	–	Sell	-5,635	Closed	-$267K	–	115
2026 Q2	$267K	Buy	5,635 +189	+3%	+$8.96K	0.07%	98
2026 Q1	$259K	Buy	5,446 +43	+0.8%	+$2.06K	0.08%	99
2025 Q4	$259K	Buy	5,403 +231	+4%	+$11.1K	0.07%	100
2025 Q3	$248K	Buy	5,172 +74	+1%	+$3.52K	0.07%	106
2025 Q2	$242K	Buy	5,098 +482	+10%	+$22.6K	0.07%	104
2025 Q1	$219K	Sell	4,616 -163	-3%	-$7.64K	0.07%	103
2024 Q4	$222K	Buy	+4,779	New	+$226K	0.07%	103

Other funds holding EAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FC Advisory's EAGG Position: Q3 2026 in Review

FC Advisory sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2026, closing a stake of 5,635 shares — an estimated $267K sold.

FC Advisory first reported a position in EAGG in Q4 2024 and held it in 7 quarters. The position peaked at $267K in Q2 2026. 97 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

FC Advisory reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
FC Advisory sold 5,635 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $267K.
FC Advisory first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 7 quarters.
FC Advisory's iShares ESG Aware US Aggregate Bond ETF position peaked at $267K in Q2 2026.
97 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.