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GWSG
GPS Wealth Strategies Group’s
iShares ESG Aware US Aggregate Bond ETF
EAGG
Stock Holding History
GPS Wealth Strategies Group’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
Q4
–
Sell
-2,301
Closed
-$111K
–
834
2025
Q3
$111K
Buy
2,301
+779
+51%
+$37K
0.01%
465
2025
Q2
$72.4K
Buy
1,522
+561
+58%
+$26.3K
0.01%
557
2025
Q1
$45.6K
Sell
961
-96
-9%
-$4.5K
0.01%
634
2024
Q4
$49.1K
Buy
1,057
+230
+28%
+$10.9K
0.01%
580
2024
Q3
$40.2K
Buy
827
+10
+1%
+$479
0.01%
633
2024
Q2
$38.1K
Buy
+817
New
+$37.9K
0.01%
602
2023
Q2
–
Sell
-24
Closed
-$1.15K
–
1264
2023
Q1
$1.15K
Buy
+24
New
+$1.14K
﹤0.01%
1153
2022
Q4
–
Sell
-24
Closed
-$1K
–
387
2022
Q3
$1K
Hold
24
–
–
﹤0.01%
1074
2022
Q2
$1K
Buy
+24
New
+$1.19K
﹤0.01%
1058
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24.88%
1-Year Est. Return
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27.86%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
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$67.6B AUM
18.3%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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