First Allied Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

First Allied Advisory Services’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
2020 Q3	$229K	Buy	+4,050	New	+$230K	0.01%	1014
2019 Q4	–	Sell	-1,069	Closed	-$58K	–	1259
2019 Q3	$58K	Buy	+1,069	New	+$57.5K	﹤0.01%	1328

Other funds holding EAGG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

First Allied Advisory Services's EAGG Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2020: 4,050 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in EAGG as recently as Q3 2019.

First Allied Advisory Services first reported a position in EAGG in Q3 2019 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold EAGG as of Q3 2020.

First Allied Advisory Services held 4,050 shares of iShares ESG Aware US Aggregate Bond ETF worth $229K as of Q3 2020.
iShares ESG Aware US Aggregate Bond ETF was a new First Allied Advisory Services position in Q3 2020.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1014 holding.
First Allied Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2019 and has held it in 2 quarters since.
119 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.