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Flagship Private Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-657
Closed -$36.6K – 129
2021
Q2 		$36.6K Buy
657
+2
+0.3% +$110 0.03% 153
2021
Q1 		$35.8K Buy
655
+1
+0.2% +$55 0.03% 132
2020
Q4 		$36.8K Buy
+654
New +$36.9K 0.03% 128

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Flagship Private Wealth's EAGG Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2021, closing a stake of 657 shares — an estimated $36.6K sold.

Flagship Private Wealth first reported a position in EAGG in Q4 2020 and held it in 3 quarters. The position peaked at $36.8K in Q4 2020. 196 funds tracked by Wall St. Rank hold EAGG as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 657 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2021, an estimated $36.6K.
  • Flagship Private Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $36.8K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.