FFG
EAGG icon

Fiduciary Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Fiduciary Financial Group’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 		$254K Sell
5,368
-103
-2% -$4.88K 0.03% 326
2026
Q1 		$260K Hold
5,471
– – 0.03% 294
2025
Q4 		$262K Buy
5,471
+754
+16% +$36.2K 0.04% 277
2025
Q3 		$227K Buy
+4,717
New +$224K 0.04% 291

Other funds holding EAGG

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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

Fiduciary Financial Group's EAGG Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.9% in Q2 2026, selling an estimated $4.88K and leaving 5,368 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #326.

Fiduciary Financial Group first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 88 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Fiduciary Financial Group held 5,368 shares of iShares ESG Aware US Aggregate Bond ETF worth $254K as of Q2 2026.
  • Fiduciary Financial Group sold 103 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $4.88K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #326 holding.
  • Fiduciary Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $262K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.