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EAGG icon

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

Finley Financial’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
2026
Q2 		$351K Hold
7,400
– – 0.14% 55
2026
Q1 		$352K Hold
7,400
– – 0.16% 53
2025
Q4 		$354K Hold
7,400
– – 0.16% 53
2025
Q3 		$355K Hold
7,400
– – 0.16% 55
2025
Q2 		$352K Hold
7,400
– – 0.18% 56
2025
Q1 		$351K Hold
7,400
– – 0.2% 54
2024
Q4 		$343K Buy
+7,400
New +$350K 0.18% 56

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Finley Financial's EAGG Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 7,400 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #55.

Finley Financial first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q3 2025. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Finley Financial held 7,400 shares of iShares ESG Aware US Aggregate Bond ETF worth $351K as of Q2 2026.
  • Finley Financial left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.14% of Finley Financial's portfolio in Q2 2026, its #55 holding.
  • Finley Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $355K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.