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Halbert Hargrove Global Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Halbert Hargrove Global Advisors’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
2022
Q4 		– Sell
-8,950
Closed -$416K – 168
2022
Q3 		$416K Buy
8,950
+3,170
+55% +$154K 0.03% 83
2022
Q2 		$283K Buy
5,780
+24
+0.4% +$1.19K 0.02% 116
2022
Q1 		$297K Buy
+5,756
New +$305K 0.02% 118

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Halbert Hargrove Global Advisors's EAGG Position: Q4 2022 in Review

Halbert Hargrove Global Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2022, closing a stake of 8,950 shares — an estimated $416K sold.

Halbert Hargrove Global Advisors first reported a position in EAGG in Q1 2022 and held it in 3 quarters. The position peaked at $416K in Q3 2022. 283 funds tracked by Wall St. Rank hold EAGG as of Q4 2022.

  • Halbert Hargrove Global Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8,950 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2022, an estimated $416K.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $416K in Q3 2022.
  • 283 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2022.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.