Fingerlakes Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Fingerlakes Wealth 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
2023 Q1	–	Sell	-4,529	Closed	-$212K	–	89
2022 Q4	$212K	Sell	4,529 -619	-12%	-$28.8K	0.29%	83
2022 Q3	$239K	Sell	5,148 -99	-2%	-$4.82K	0.35%	73
2022 Q2	$257K	Sell	5,247 -181	-3%	-$8.96K	0.35%	77
2022 Q1	$280K	Sell	5,428 -23	-0.4%	-$1.22K	0.33%	78
2021 Q4	$299K	Buy	+5,451	New	+$300K	0.34%	78

Other funds holding EAGG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fingerlakes Wealth Management's EAGG Position: Q1 2023 in Review

Fingerlakes Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 4,529 shares — an estimated $212K sold.

Fingerlakes Wealth Management first reported a position in EAGG in Q4 2021 and held it in 5 quarters. The position peaked at $299K in Q4 2021. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

Fingerlakes Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Fingerlakes Wealth Management sold 4,529 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $212K.
Fingerlakes Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 5 quarters.
Fingerlakes Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $299K in Q4 2021.
312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.