Focus Partners Wealth
EAGG icon

Focus Partners Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Focus Partners 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
2026
Q1 		$1.89M Buy
39,837
+4,323
+12% +$207K ﹤0.01% 1336
2025
Q4 		$1.7M Buy
35,514
+2,834
+9% +$136K ﹤0.01% 1396
2025
Q3 		$1.57M Buy
32,680
+4,065
+14% +$193K ﹤0.01% 1108
2025
Q2 		$1.36M Buy
28,615
+1,121
+4% +$52.7K ﹤0.01% 1023
2025
Q1 		$1.31M Sell
27,494
-5,333
-16% -$250K ﹤0.01% 980
2024
Q4 		$1.52M Buy
32,827
+24,660
+302% +$1.16M ﹤0.01% 921
2024
Q3 		$397K Sell
8,167
-19,785
-71% -$947K ﹤0.01% 1222
2024
Q2 		$1.3M Sell
27,952
-1,826
-6% -$84.6K ﹤0.01% 739
2024
Q1 		$1.4M Sell
29,778
-12,158
-29% -$572K 0.01% 543
2023
Q4 		$2M Buy
+41,936
New +$1.92M 0.03% 354

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Focus Partners Wealth's EAGG Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q1 2026, buying an estimated $207K and bringing the position to 39,837 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Focus Partners Wealth first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q4 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Focus Partners Wealth held 39,837 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.89M as of Q1 2026.
  • Focus Partners Wealth bought 4,323 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $207K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1336 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $2M in Q4 2023.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.