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Hemington Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Hemington Wealth Management’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
2024
Q4 		– Sell
-69
Closed -$3K – 1604
2024
Q3 		$3K Buy
+69
New +$3.3K ﹤0.01% 1062
2022
Q4 		– Sell
-29,535
Closed -$1.37M – 102
2022
Q3 		$1.37M Sell
29,535
-10,720
-27% -$522K 0.6% 27
2022
Q2 		$1.97M Buy
+40,255
New +$1.99M 0.78% 19

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hemington Wealth Management's EAGG Position: Q4 2024 in Review

Hemington Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 69 shares — an estimated $3K sold.

Hemington Wealth Management first reported a position in EAGG in Q2 2022 and held it in 3 quarters. The position peaked at $1.97M in Q2 2022. 399 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • Hemington Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hemington Wealth Management sold 69 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $3K.
  • Hemington Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Hemington Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.97M in Q2 2022.
  • 399 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Hemington Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.