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Greykasell Wealth Strategies’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Greykasell Wealth Strategies’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
-388
Closed -$18.6K – 496
2025
Q3 		$18.6K Sell
388
-222
-36% -$10.6K 0.01% 269
2025
Q2 		$29K Sell
610
-142
-19% -$6.67K 0.01% 207
2025
Q1 		$35.7K Buy
+752
New +$35.2K 0.02% 196

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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greykasell Wealth Strategies's EAGG Position: Q4 2025 in Review

Greykasell Wealth Strategies sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 388 shares — an estimated $18.6K sold.

Greykasell Wealth Strategies first reported a position in EAGG in Q1 2025 and held it in 3 quarters. The position peaked at $35.7K in Q1 2025. 452 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Greykasell Wealth Strategies reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 388 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $18.6K.
  • Greykasell Wealth Strategies first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's iShares ESG Aware US Aggregate Bond ETF position peaked at $35.7K in Q1 2025.
  • 452 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q4 2025, filed 11 Feb 2026.