FinTrust Capital Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

FinTrust Capital 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
2022 Q3	–	Sell	-20	Closed	-$1K	–	1233
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1163
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	1169
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	1143
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1127
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1140
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	1126
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	1042
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	1095
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	1007
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	1062
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1033
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	1025
2019 Q2	$1K	Buy	+20	New	+$1.05K	﹤0.01%	997

Other funds holding EAGG

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

FinTrust Capital Advisors's EAGG Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

FinTrust Capital Advisors first reported a position in EAGG in Q2 2019 and held it in 13 quarters. The position peaked at $1K in Q2 2022. 263 funds tracked by Wall St. Rank hold EAGG as of Q3 2022.

FinTrust Capital Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 20 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2022, an estimated $1K.
FinTrust Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and held it in 13 quarters.
FinTrust Capital Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1K in Q2 2022.
263 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.