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

Financial Insights’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 Q3	–	Sell	-4,826	Closed	-$229K	–	145
2025 Q2	$229K	Hold	4,826	–	–	0.08%	112
2025 Q1	$229K	Hold	4,826	–	–	0.09%	98
2024 Q4	$224K	Hold	4,826	–	–	0.08%	99
2024 Q3	$234K	Buy	4,826 +180	+4%	+$8.62K	0.07%	135
2024 Q2	$217K	Sell	4,646 -1,443	-24%	-$66.9K	0.06%	152
2024 Q1	$287K	Hold	6,089	–	–	0.08%	136
2023 Q4	$291K	Sell	6,089 -1,310	-18%	-$60K	0.09%	133
2023 Q3	$329K	Hold	7,399	–	–	0.12%	119
2023 Q2	$349K	Buy	7,399 +486	+7%	+$23.2K	0.13%	122
2023 Q1	$332K	Hold	6,913	–	–	0.14%	124
2022 Q4	$323K	Buy	+6,913	New	+$322K	0.15%	112

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Insights's EAGG Position: Q3 2025 in Review

Financial Insights sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2025, closing a stake of 4,826 shares — an estimated $229K sold.

Financial Insights first reported a position in EAGG in Q4 2022 and held it in 11 quarters. The position peaked at $349K in Q2 2023. 420 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

Financial Insights reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Insights sold 4,826 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $229K.
Financial Insights first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 11 quarters.
Financial Insights's iShares ESG Aware US Aggregate Bond ETF position peaked at $349K in Q2 2023.
420 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Financial Insights's 13F filing for Q3 2025, filed 1 Apr 2026.