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Financial Advocates Investment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Financial Advocates 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
2025
Q2 		– Sell
-6,563
Closed -$312K – 662
2025
Q1 		$312K Sell
6,563
-303
-4% -$14.2K 0.02% 551
2024
Q4 		$319K Buy
+6,866
New +$324K 0.02% 582

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 $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's EAGG Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 6,563 shares — an estimated $312K sold.

Financial Advocates Investment Management first reported a position in EAGG in Q4 2024 and held it in 2 quarters. The position peaked at $319K in Q4 2024. 415 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,563 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $312K.
  • Financial Advocates Investment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $319K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.