Foster Group
EAGG icon

Foster Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Foster Group’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
Q3 		$2.63M Sell
58,043
-4,957
-8% -$231K 0.07% 78
2026
Q2 		$2.99M Buy
63,000
+1,064
+2% +$50.4K 0.08% 73
2026
Q1 		$2.95M Buy
61,936
+1,816
+3% +$87K 0.09% 65
2025
Q4 		$2.88M Buy
60,120
+17,549
+41% +$844K 0.09% 66
2025
Q3 		$2.04M Buy
42,571
+581
+1% +$27.6K 0.06% 77
2025
Q2 		$2M Sell
41,990
-2,136
-5% -$100K 0.07% 72
2025
Q1 		$2.1M Buy
44,126
+421
+1% +$19.7K 0.08% 64
2024
Q4 		$2.03M Buy
43,705
+2,123
+5% +$100K 0.08% 64
2024
Q3 		$2.02M Buy
41,582
+7,213
+21% +$345K 0.08% 65
2024
Q2 		$1.6M Buy
34,369
+1,770
+5% +$82.1K 0.06% 72
2024
Q1 		$1.53M Sell
32,599
-1,199
-4% -$56.4K 0.08% 69
2023
Q4 		$1.53M Hold
33,798
– – 0.09% 56
2023
Q3 		$1.53M Buy
33,798
+731
+2% +$33.9K 0.09% 56
2023
Q2 		$1.56M Buy
33,067
+1,657
+5% +$79K 0.09% 57
2023
Q1 		$1.51M Sell
31,410
-4,021
-11% -$192K 0.1% 55
2022
Q4 		$1.66M Buy
35,431
+631
+2% +$29.4K 0.12% 47
2022
Q3 		$1.62M Buy
34,800
+622
+2% +$30.3K 0.13% 42
2022
Q2 		$1.67M Buy
34,178
+1,985
+6% +$98.3K 0.12% 46
2022
Q1 		$1.66M Buy
32,193
+663
+2% +$35.1K 0.14% 42
2021
Q4 		$1.74M Sell
31,530
-315
-1% -$17.3K 0.15% 39
2021
Q3 		$1.76M Buy
31,845
+528
+2% +$29.4K 0.17% 34
2021
Q2 		$1.73M Buy
31,317
+3,576
+13% +$196K 0.2% 31
2021
Q1 		$1.52M Buy
+27,741
New +$1.54M 0.23% 24

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Foster Group's EAGG Position: Q3 2026 in Review

Foster Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.9% in Q3 2026, selling an estimated $231K and leaving 58,043 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #78.

Foster Group first reported a position in EAGG in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.99M in Q2 2026. 97 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Foster Group held 58,043 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.63M as of Q3 2026.
  • Foster Group sold 4,957 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $231K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Foster Group's portfolio in Q3 2026, its #78 holding.
  • Foster Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Foster Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.99M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.