HWMA
EAGG icon

Heritage Wealth Management (Arizona)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-4,951
Closed -$233K – 174
2024
Q1 		$233K Buy
4,951
+228
+5% +$10.7K 0.12% 157
2023
Q4 		$225K Buy
+4,723
New +$216K 0.12% 150
2022
Q4 		$1.3M Buy
27,818
+13,785
+98% +$642K 0.19% 89
2022
Q3 		$652K Sell
14,033
-1,162
-8% -$56.6K 0.21% 81
2022
Q2 		$744K Sell
15,195
-2,391
-14% -$118K 0.25% 71
2022
Q1 		$908K Buy
+17,586
New +$932K 0.25% 74
2021
Q3 		$663K Buy
12,033
+2,255
+23% +$125K 0.24% 76
2021
Q2 		$541K Buy
9,778
+1,685
+21% +$92.5K 0.21% 86
2021
Q1 		$443K Buy
+8,093
New +$449K 0.25% 78

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 $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return