Great Valley Advisor Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Great Valley Advisor 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
2026 Q1	$399K	Buy	+8,407	New	+$403K	0.01%	744

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Great Valley Advisor Group's EAGG Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026: 8,407 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings.

468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Great Valley Advisor Group held 8,407 shares of iShares ESG Aware US Aggregate Bond ETF worth $399K as of Q1 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Great Valley Advisor Group position in Q1 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #744 holding.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.