GC Wealth Management RIA’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

GC Wealth Management RIA’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 Q2	$915K	Buy	19,290 +292	+2%	+$13.8K	0.05%	242
2026 Q1	$903K	Buy	18,998 +1,052	+6%	+$50.4K	0.04%	255
2025 Q4	$859K	Buy	17,946 +10,282	+134%	+$494K	0.03%	255
2025 Q3	$368K	Buy	+7,664	New	+$364K	0.01%	653

Other funds holding EAGG

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GC Wealth Management RIA's EAGG Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.5% in Q2 2026, buying an estimated $13.8K and bringing the position to 19,290 shares worth $915K. The position accounts for 0.05% of the portfolio, ranked #242.

GC Wealth Management RIA first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

GC Wealth Management RIA held 19,290 shares of iShares ESG Aware US Aggregate Bond ETF worth $915K as of Q2 2026.
GC Wealth Management RIA bought 292 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $13.8K.
iShares ESG Aware US Aggregate Bond ETF made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #242 holding.
GC Wealth Management RIA first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
89 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.