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

First Pacific Financial’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	$40.4K	Buy	894 +9	+1%	+$419	﹤0.01%	286
2026 Q2	$41.9K	Buy	885 +9	+1%	+$427	0.01%	264
2026 Q1	$41.6K	Buy	876 +6	+0.7%	+$288	0.01%	258
2025 Q4	$41.6K	Buy	870 +11	+1%	+$529	0.01%	248
2025 Q3	$41.2K	Buy	859 +3	+0.4%	+$143	0.01%	248
2025 Q2	$40.7K	Buy	+856	New	+$40.2K	0.01%	243

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

ACA

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

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

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

First Pacific Financial's EAGG Position: Q3 2026 in Review

First Pacific Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1% in Q3 2026, buying an estimated $419 and bringing the position to 894 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

First Pacific Financial first reported a position in EAGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.9K in Q2 2026. 74 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

First Pacific Financial held 894 shares of iShares ESG Aware US Aggregate Bond ETF worth $40.4K as of Q3 2026.
First Pacific Financial bought 9 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $419.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #286 holding.
First Pacific Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
First Pacific Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $41.9K in Q2 2026.
74 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.