Focus Partners Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.36M | Buy |
28,615
+1,121
| +4% | +$53.3K | ﹤0.01% | 1016 |
|
2025
Q1 | $1.31M | Sell |
27,494
-5,333
| -16% | -$253K | ﹤0.01% | 973 |
|
2024
Q4 | $1.52M | Buy |
32,827
+24,660
| +302% | +$1.15M | ﹤0.01% | 913 |
|
2024
Q3 | $397K | Sell |
8,167
-19,785
| -71% | -$961K | ﹤0.01% | 1208 |
|
2024
Q2 | $1.3M | Sell |
27,952
-1,826
| -6% | -$85.1K | ﹤0.01% | 739 |
|
2024
Q1 | $1.4M | Sell |
29,778
-12,158
| -29% | -$572K | 0.01% | 543 |
|
2023
Q4 | $2M | Buy |
+41,936
| New | +$2M | 0.03% | 354 |
|