Focus Financial Network
EAGG icon

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
Q3 		$1.13M Buy
24,874
+894
+4% +$41.6K 0.03% 320
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $550M AUM 8.26% 1-Year Est. Return

Focus Financial Network's EAGG Position: Q3 2026 in Review

Focus Financial Network increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.7% in Q3 2026, buying an estimated $41.6K and bringing the position to 24,874 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #320.

Focus Financial Network first reported a position in EAGG in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.14M in Q2 2026. 152 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Focus Financial Network held 24,874 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.13M as of Q3 2026.
  • Focus Financial Network bought 894 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $41.6K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Focus Financial Network's portfolio in Q3 2026, its #320 holding.
  • Focus Financial Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 17 quarters since.
  • Focus Financial Network's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.14M in Q2 2026.
  • 152 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

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