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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
-95
Closed -$4.54K – 1516
2024
Q1 		$4.54K Hold
95
– – ﹤0.01% 585
2023
Q4 		$4.54K Buy
+95
New +$4.35K ﹤0.01% 608

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's EAGG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 95 shares — an estimated $4.54K sold.

Financial Gravity Asset Management first reported a position in EAGG in Q4 2023 and held it in 2 quarters. The position peaked at $4.54K in Q1 2024. 365 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 95 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $4.54K.
  • Financial Gravity Asset Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $4.54K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.