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Fortis Capital Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Fortis Capital Advisors’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
2023
Q2 		– Sell
-1,285
Closed -$61.8K – 247
2023
Q1 		$61.8K Hold
1,285
– – 0.03% 251
2022
Q4 		$60.1K Buy
+1,285
New +$59.9K 0.04% 276

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fortis Capital Advisors's EAGG Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2023, closing a stake of 1,285 shares — an estimated $61.8K sold.

Fortis Capital Advisors first reported a position in EAGG in Q4 2022 and held it in 2 quarters. The position peaked at $61.8K in Q1 2023. 316 funds tracked by Wall St. Rank hold EAGG as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,285 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2023, an estimated $61.8K.
  • Fortis Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $61.8K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.