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FormulaFolio Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-68,020
Closed -$3.85M – 545
2020
Q4 		$3.85M Buy
+68,020
New +$3.83M 0.08% 182

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

FormulaFolio Investments's EAGG Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2021, closing a stake of 68,020 shares — an estimated $3.85M sold.

FormulaFolio Investments first reported a position in EAGG in Q4 2020 and held it in 1 quarter. The position peaked at $3.85M in Q4 2020. 158 funds tracked by Wall St. Rank hold EAGG as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 68,020 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2021, an estimated $3.85M.
  • FormulaFolio Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.85M in Q4 2020.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.