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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020
Q4 		$475K Buy
+8,393
New +$473K 0.12% 62

Other funds holding EAGG

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's EAGG Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2020: 8,393 shares worth $475K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings.

138 funds tracked by Wall St. Rank hold EAGG as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 8,393 shares of iShares ESG Aware US Aggregate Bond ETF worth $475K as of Q4 2020.
  • iShares ESG Aware US Aggregate Bond ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.12% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #62 holding.
  • 138 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.