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Fountainhead AM’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Fountainhead AM’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
Q1 		$858 Hold
18
– – ﹤0.01% 214
2025
Q4 		$858 Sell
18
-5,081
-100% -$244K ﹤0.01% 164
2025
Q3 		$245K Buy
5,099
+55
+1% +$2.62K 0.03% 200
2025
Q2 		$240K Sell
5,044
-217
-4% -$10.2K 0.03% 186
2025
Q1 		$250K Sell
5,261
-674
-11% -$31.6K 0.04% 154
2024
Q4 		$276K Buy
5,935
+793
+15% +$37.5K 0.05% 130
2024
Q3 		$250K Buy
+5,142
New +$246K 0.05% 121
2024
Q2 		– Sell
-4,361
Closed -$205K – 146
2024
Q1 		$205K Buy
4,361
+62
+1% +$2.92K 0.05% 128
2023
Q4 		$205K Buy
+4,299
New +$197K 0.06% 110

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return