Heritage Family Offices’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Heritage Family Offices’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 Q2	$378K	Buy	+7,978	New	+$378K	0.15%	120

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Heritage Family Offices's EAGG Position: Q2 2026 in Review

Heritage Family Offices opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 7,978 shares worth $378K. The stake represents 0.15% of the portfolio and ranks #120 among its holdings.

477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Heritage Family Offices held 7,978 shares of iShares ESG Aware US Aggregate Bond ETF worth $378K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Heritage Family Offices position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.15% of Heritage Family Offices's portfolio in Q2 2026, its #120 holding.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.