Focus Financial Network’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Focus 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
2026 Q2	$1.14M	Buy	23,980 +2,661	+12%	+$126K	0.04%	319
2026 Q1	$1.01M	Sell	21,319 -480	-2%	-$23K	0.04%	309
2025 Q4	$1.04M	Buy	21,799 +34	+0.2%	+$1.63K	0.04%	296
2025 Q3	$1.05M	Buy	21,765 +10,244	+89%	+$487K	0.04%	290
2025 Q2	$548K	Sell	11,521 -7,176	-38%	-$337K	0.02%	412
2025 Q1	$888K	Buy	18,697 +6,005	+47%	+$281K	0.04%	300
2024 Q4	$589K	Buy	12,692 +4,898	+63%	+$231K	0.02%	387
2024 Q3	$379K	Sell	7,794 -65	-0.8%	-$3.11K	0.02%	481
2024 Q2	$371K	Sell	7,859 -96	-1%	-$4.45K	0.02%	472
2024 Q1	$364K	Buy	7,955 +1,034	+15%	+$48.7K	0.02%	448
2023 Q4	$330K	Sell	6,921 -13,467	-66%	-$617K	0.01%	549
2023 Q3	$924K	Buy	20,388 +185	+0.9%	+$8.58K	0.05%	246
2023 Q2	$953K	Sell	20,203 -1,846	-8%	-$88K	0.05%	245
2023 Q1	$1.06M	Buy	+22,049	New	+$1.05M	0.07%	221
2020 Q4	–	Sell	-8,495	Closed	-$480K	–	439
2020 Q3	$480K	Buy	8,495 +4,748	+127%	+$270K	0.04%	268
2020 Q2	$212K	Buy	+3,747	New	+$210K	0.02%	368

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Focus Financial Network's EAGG Position: Q2 2026 in Review

Focus Financial Network increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q2 2026, buying an estimated $126K and bringing the position to 23,980 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #319.

Focus Financial Network first reported a position in EAGG in Q2 2020 and has held it in 16 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Focus Financial Network held 23,980 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.14M as of Q2 2026.
Focus Financial Network bought 2,661 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $126K.
iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Focus Financial Network's portfolio in Q2 2026, its #319 holding.
Focus Financial Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 16 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.