Financial Engines Advisors
EAGG icon

Financial Engines Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Financial Engines 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
Q1 		$10.9M Buy
229,983
+4,981
+2% +$239K 0.02% 100
2025
Q4 		$10.8M Buy
225,002
+22,154
+11% +$1.07M 0.02% 104
2025
Q3 		$9.74M Buy
202,848
+13,137
+7% +$625K 0.02% 108
2025
Q2 		$9.02M Sell
189,711
-21,608
-10% -$1.01M 0.02% 106
2025
Q1 		$10M Buy
211,319
+9,672
+5% +$453K 0.02% 93
2024
Q4 		$9.36M Buy
201,647
+59,682
+42% +$2.82M 0.02% 99
2024
Q3 		$6.9M Buy
+141,965
New +$6.8M 0.01% 100

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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Engines Advisors's EAGG Position: Q1 2026 in Review

Financial Engines Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.2% in Q1 2026, buying an estimated $239K and bringing the position to 229,983 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #100.

Financial Engines Advisors first reported a position in EAGG in Q3 2024 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Financial Engines Advisors held 229,983 shares of iShares ESG Aware US Aggregate Bond ETF worth $10.9M as of Q1 2026.
  • Financial Engines Advisors bought 4,981 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $239K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Financial Engines Advisors's portfolio in Q1 2026, its #100 holding.
  • Financial Engines Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.