First Affirmative Financial Network’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

First Affirmative Financial Network’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 Q3	$460K	Buy	+10,172	New	+$473K	0.1%	199
2023 Q3	–	Sell	-5,936	Closed	-$280K	–	217
2023 Q2	$280K	Sell	5,936 -612	-9%	-$29.2K	0.28%	119
2023 Q1	$315K	Sell	6,548 -98	-1%	-$4.67K	0.36%	82
2022 Q4	$311K	Sell	6,646 -2,675	-29%	-$125K	0.38%	85
2022 Q3	$433K	Sell	9,321 -1,476	-14%	-$71.9K	0.55%	41
2022 Q2	$528K	Sell	10,797 -751	-7%	-$37.2K	0.6%	38
2022 Q1	$596K	Buy	11,548 +273	+2%	+$14.5K	0.57%	39
2021 Q4	$622K	Sell	11,275 -634	-5%	-$34.9K	0.57%	38
2021 Q3	$657K	Buy	+11,909	New	+$663K	0.68%	34

Other funds holding EAGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

First Affirmative Financial Network's EAGG Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2026: 10,172 shares worth $460K. The stake represents 0.1% of the portfolio and ranks #199 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in EAGG as recently as Q2 2023.

First Affirmative Financial Network first reported a position in EAGG in Q3 2021 and has held it in 9 quarters since. The position peaked at $657K in Q3 2021. 146 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

First Affirmative Financial Network held 10,172 shares of iShares ESG Aware US Aggregate Bond ETF worth $460K as of Q3 2026.
iShares ESG Aware US Aggregate Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.1% of First Affirmative Financial Network's portfolio in Q3 2026, its #199 holding.
First Affirmative Financial Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and has held it in 9 quarters since.
First Affirmative Financial Network's iShares ESG Aware US Aggregate Bond ETF position peaked at $657K in Q3 2021.
146 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.