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
Q2 		$2.06M Buy
43,544
+3,707
+9% +$176K ﹤0.01% 1343
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Focus Partners Wealth's EAGG Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.3% in Q2 2026, buying an estimated $176K and bringing the position to 43,544 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Focus Partners Wealth first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Focus Partners Wealth held 43,544 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.06M as of Q2 2026.
  • Focus Partners Wealth bought 3,707 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $176K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1343 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.