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

ICA Group 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 Q2	–	Sell	-550	Closed	-$25.9K	–	910
2024 Q1	$25.9K	Buy	550 +175	+47%	+$8.23K	0.01%	699
2023 Q4	$17.9K	Buy	+375	New	+$17.2K	﹤0.01%	757
2023 Q3	–	Sell	-499	Closed	-$23.5K	–	472
2023 Q2	$23.5K	Buy	+499	New	+$23.8K	0.01%	646
2023 Q1	–	Sell	-508	Closed	-$23.7K	–	1293
2022 Q4	$23.7K	Buy	+508	New	+$23.7K	0.01%	658

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ICA Group Wealth Management's EAGG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 550 shares — an estimated $25.9K sold.

ICA Group Wealth Management first reported a position in EAGG in Q4 2022 and held it in 4 quarters. The position peaked at $25.9K in Q1 2024. 365 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 550 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $25.9K.
ICA Group Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $25.9K in Q1 2024.
365 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.