FourThought Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

FourThought Financial’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
2022 Q3	$12K	Sell	261 -177	-40%	-$8.62K	﹤0.01%	988
2022 Q2	$21K	Sell	438 -10	-2%	-$495	﹤0.01%	851
2022 Q1	$23K	Hold	448	–	–	﹤0.01%	862
2021 Q4	$25K	Sell	448 -11	-2%	-$605	﹤0.01%	869
2021 Q3	$25K	Buy	459 +21	+5%	+$1.17K	﹤0.01%	895
2021 Q2	$24K	Hold	438	–	–	﹤0.01%	905
2021 Q1	$23K	Hold	438	–	–	﹤0.01%	868
2020 Q4	$24K	Buy	+438	New	+$24.7K	﹤0.01%	830

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

FourThought Financial's EAGG Position: Q3 2022 in Review

FourThought Financial reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 40% in Q3 2022, selling an estimated $8.62K and leaving 261 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

FourThought Financial first reported a position in EAGG in Q4 2020 and has held it in 8 quarters since. The position peaked at $25K in Q4 2021. 264 funds tracked by Wall St. Rank hold EAGG as of Q3 2022.

FourThought Financial held 261 shares of iShares ESG Aware US Aggregate Bond ETF worth $12K as of Q3 2022.
FourThought Financial sold 177 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2022, an estimated $8.62K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #988 holding.
FourThought Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $25K in Q4 2021.
264 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.