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
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

First Affirmative Financial Network's EAGG Position: Q3 2023 in Review

First Affirmative Financial Network sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023, closing a stake of 5,936 shares — an estimated $280K sold.

First Affirmative Financial Network first reported a position in EAGG in Q3 2021 and held it in 8 quarters. The position peaked at $657K in Q3 2021. 326 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

First Affirmative Financial Network reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
First Affirmative Financial Network sold 5,936 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $280K.
First Affirmative Financial Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and held it in 8 quarters.
First Affirmative Financial Network's iShares ESG Aware US Aggregate Bond ETF position peaked at $657K in Q3 2021.
326 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on First Affirmative Financial Network's 13F filing for Q3 2023, filed 16 Oct 2023.