Global Financial Private Client’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-111	Closed	-$5.27K	–	612
2025 Q1	$5.27K	Buy	111 +83	+296%	+$3.89K	﹤0.01%	674
2024 Q4	$1.3K	Buy	28 +1	+4%	+$47	﹤0.01%	753
2024 Q3	$1.31K	Hold	27	–	–	﹤0.01%	745
2024 Q2	$1.26K	Sell	27 -23	-46%	-$1.07K	﹤0.01%	607
2024 Q1	$2.33K	Sell	50 -62	-55%	-$2.92K	﹤0.01%	577
2023 Q4	$5.35K	Sell	112 -31	-22%	-$1.42K	﹤0.01%	506
2023 Q3	$6.41K	Hold	143	–	–	﹤0.01%	481
2023 Q2	$6.72K	Buy	+143	New	+$6.81K	﹤0.01%	473

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Global Financial Private Client's EAGG Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 111 shares — an estimated $5.27K sold.

Global Financial Private Client first reported a position in EAGG in Q2 2023 and held it in 8 quarters. The position peaked at $6.72K in Q2 2023. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Global Financial Private Client reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 111 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $5.27K.
Global Financial Private Client first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and held it in 8 quarters.
Global Financial Private Client's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.72K in Q2 2023.
417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.