GIA
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Goodwin Investment Advisory’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Goodwin Investment Advisory’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
2023
Q4 		– Sell
-3,076
Closed -$139K – 71
2023
Q3 		$139K Sell
3,076
-1,190
-28% -$55.2K 0.08% 50
2023
Q2 		$201K Sell
4,266
-1,382
-24% -$65.8K 0.12% 45
2023
Q1 		$271K Buy
5,648
+4,840
+599% +$231K 0.18% 42
2022
Q4 		$37.8K Sell
808
-983
-55% -$45.8K 0.03% 97
2022
Q3 		$83K Buy
1,791
+1,506
+528% +$73.4K 0.06% 65
2022
Q2 		$13.9K Sell
285
-3,347
-92% -$166K 0.01% 110
2022
Q1 		$188K Buy
3,632
+177
+5% +$9.38K 0.13% 46
2021
Q4 		$190K Buy
+3,455
New +$190K 0.14% 41

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return