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Gen-Wealth Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Gen-Wealth Partners’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 		$142K Buy
2,988
+1,075
+56% +$50.9K 0.04% 277
2026
Q1 		$91K Buy
1,913
+1,115
+140% +$53.4K 0.03% 342
2025
Q4 		$38.2K Buy
798
+51
+7% +$2.45K 0.01% 410
2025
Q3 		$35.9K Hold
747
– – 0.01% 418
2025
Q2 		$35.5K Hold
747
– – 0.01% 364
2025
Q1 		$35.5K Buy
+747
New +$35K 0.01% 365

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Gen-Wealth Partners's EAGG Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 56% in Q2 2026, buying an estimated $50.9K and bringing the position to 2,988 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #277.

Gen-Wealth Partners first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Gen-Wealth Partners held 2,988 shares of iShares ESG Aware US Aggregate Bond ETF worth $142K as of Q2 2026.
  • Gen-Wealth Partners bought 1,075 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $50.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #277 holding.
  • Gen-Wealth Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.