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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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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. 88 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.
  • 88 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.