FGAM
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Financial Gravity Asset Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-117
Closed -$5.57K – 1719
2024
Q1 		$5.57K Sell
117
-12,138
-99% -$571K ﹤0.01% 842
2023
Q4 		$720K Buy
12,255
+95
+0.8% +$4.35K 0.01% 421
2023
Q3 		$715K Buy
12,160
+11,429
+1,563% +$530K 0.01% 407
2023
Q2 		$34 Buy
731
+22
+3% +$1.05K ﹤0.01% 1442
2023
Q1 		$34 Buy
+709
New +$33.8K ﹤0.01% 759

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return