Firestone Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Firestone Capital 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
2021 Q2	–	Sell	-185	Closed	-$10K	–	474
2021 Q1	$10K	Hold	185	–	–	﹤0.01%	363
2020 Q4	$10K	Hold	185	–	–	﹤0.01%	359
2020 Q3	$10K	Hold	185	–	–	﹤0.01%	319
2020 Q2	$10K	Buy	+185	New	+$10.4K	﹤0.01%	325

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Firestone Capital Management's EAGG Position: Q2 2021 in Review

Firestone Capital Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2021, closing a stake of 185 shares — an estimated $10K sold.

Firestone Capital Management first reported a position in EAGG in Q2 2020 and held it in 4 quarters. The position peaked at $10K in Q1 2021. 169 funds tracked by Wall St. Rank hold EAGG as of Q2 2021.

Firestone Capital Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Firestone Capital Management sold 185 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2021, an estimated $10K.
Firestone Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and held it in 4 quarters.
Firestone Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $10K in Q1 2021.
169 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2021.

Based on Firestone Capital Management's 13F filing for Q2 2021, filed 4 Aug 2021.