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Global Endowment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Global Endowment 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
2026
Q2 		$4.44M Buy
93,604
+25,350
+37% +$1.2M 0.45% 27
2026
Q1 		$3.25M Buy
68,254
+18,580
+37% +$890K 0.36% 30
2025
Q4 		$2.38M Buy
49,674
+1,680
+4% +$80.8K 0.3% 38
2025
Q3 		$2.31M Buy
+47,994
New +$2.28M 0.29% 39
2025
Q2 		– Sell
-169,079
Closed -$8.03M – 136
2025
Q1 		$8.03M Sell
169,079
-10,700
-6% -$502K 1.04% 19
2024
Q4 		$8.35M Buy
+179,779
New +$8.49M 1.07% 17

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

Global Endowment Management's EAGG Position: Q2 2026 in Review

Global Endowment Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 37% in Q2 2026, buying an estimated $1.2M and bringing the position to 93,604 shares worth $4.44M. The position accounts for 0.45% of the portfolio, ranked #27.

Global Endowment Management first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.35M in Q4 2024. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Global Endowment Management held 93,604 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.44M as of Q2 2026.
  • Global Endowment Management bought 25,350 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.2M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.45% of Global Endowment Management's portfolio in Q2 2026, its #27 holding.
  • Global Endowment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Global Endowment Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $8.35M in Q4 2024.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Global Endowment Management's 13F filing for Q2 2026, filed 14 Aug 2026.