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Ferguson Wellman Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ferguson Wellman Capital 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
Q3 		$16.7M Buy
368,424
+1,191
+0.3% +$55.4K 0.2% 89
2026
Q2 		$17.4M Buy
367,233
+7,050
+2% +$334K 0.21% 88
2026
Q1 		$17.1M Buy
+360,183
New +$17.3M 0.23% 83

Other funds holding EAGG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Ferguson Wellman Capital Management's EAGG Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.32% in Q3 2026, buying an estimated $55.4K and bringing the position to 368,424 shares worth $16.7M. The position accounts for 0.2% of the portfolio, ranked #89.

Ferguson Wellman Capital Management first reported a position in EAGG in Q1 2026 and has held it in 3 quarters since. The position peaked at $17.4M in Q2 2026. 25 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Ferguson Wellman Capital Management held 368,424 shares of iShares ESG Aware US Aggregate Bond ETF worth $16.7M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 1,191 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $55.4K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.2% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #89 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Ferguson Wellman Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $17.4M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.