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First Foundation Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

First Foundation 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
2023
Q2 		– Sell
-9,857
Closed -$474K – 423
2023
Q1 		$474K Hold
9,857
– – 0.02% 239
2022
Q4 		$461K Buy
+9,857
New +$459K 0.02% 258
2021
Q1 		– Sell
-3,662
Closed -$207K – 422
2020
Q4 		$207K Buy
+3,662
New +$206K 0.01% 384

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

First Foundation Advisors's EAGG Position: Q2 2023 in Review

First Foundation Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2023, closing a stake of 9,857 shares — an estimated $474K sold.

First Foundation Advisors first reported a position in EAGG in Q4 2020 and held it in 3 quarters. The position peaked at $474K in Q1 2023. 316 funds tracked by Wall St. Rank hold EAGG as of Q2 2023.

  • First Foundation Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • First Foundation Advisors sold 9,857 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2023, an estimated $474K.
  • First Foundation Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and held it in 3 quarters.
  • First Foundation Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $474K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2023.

Based on First Foundation Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.