FIG
EAGG icon

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

FundX Investment 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
2021
Q2 		– Sell
-3,845
Closed -$210K – 39
2021
Q1 		$210K Buy
+3,845
New +$213K 0.12% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FundX Investment Group's EAGG Position: Q2 2021 in Review

FundX Investment Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2021, closing a stake of 3,845 shares — an estimated $210K sold.

FundX Investment Group first reported a position in EAGG in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 169 funds tracked by Wall St. Rank hold EAGG as of Q2 2021.

  • FundX Investment Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • FundX Investment Group sold 3,845 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2021, an estimated $210K.
  • FundX Investment Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • FundX Investment Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $210K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2021.

Based on FundX Investment Group's 13F filing for Q2 2021, filed 27 Jul 2021.