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

Financial Synergies Wealth 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
2024 Q2	–	Sell	-188	Closed	-$8.83K	–	175
2024 Q1	$8.83K	Buy	188 +80	+74%	+$3.76K	﹤0.01%	257
2023 Q4	$5.04K	Sell	108 -45	-29%	-$2.06K	﹤0.01%	217
2023 Q3	$6.91K	Buy	153 +12	+9%	+$557	﹤0.01%	253
2023 Q2	$6.67K	Buy	141 +17	+14%	+$810	﹤0.01%	250
2023 Q1	$5.98K	Buy	124 +16	+15%	+$762	﹤0.01%	257
2022 Q4	$5.04K	Buy	108 +13	+14%	+$606	﹤0.01%	217
2022 Q3	$4.41K	Buy	95 +12	+14%	+$585	﹤0.01%	192
2022 Q2	$4.08K	Buy	+83	New	+$4.11K	﹤0.01%	199

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Synergies Wealth Advisors's EAGG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 188 shares — an estimated $8.83K sold.

Financial Synergies Wealth Advisors first reported a position in EAGG in Q2 2022 and held it in 8 quarters. The position peaked at $8.83K in Q1 2024. 365 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 188 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $8.83K.
Financial Synergies Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $8.83K 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 Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.