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

Institute for 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
2025
Q3 		– Sell
-4,829
Closed -$230K – 569
2025
Q2 		$230K Sell
4,829
-117
-2% -$5.5K 0.03% 506
2025
Q1 		$235K Sell
4,946
-3,374
-41% -$158K 0.03% 475
2024
Q4 		$386K Buy
8,320
+107
+1% +$5.05K 0.05% 344
2024
Q3 		$399K Buy
8,213
+80
+1% +$3.83K 0.05% 347
2024
Q2 		$379K Sell
8,133
-5,398
-40% -$250K 0.05% 339
2024
Q1 		$637K Buy
13,531
+768
+6% +$36.1K 0.08% 241
2023
Q4 		$609K Sell
12,763
-1,690
-12% -$77.4K 0.1% 232
2023
Q3 		$655K Sell
14,453
-658
-4% -$30.5K 0.12% 207
2023
Q2 		$713K Buy
15,111
+1,448
+11% +$69K 0.12% 201
2023
Q1 		$657K Buy
13,663
+1,506
+12% +$71.7K 0.13% 205
2022
Q4 		$568K Buy
12,157
+81
+0.7% +$3.77K 0.12% 238
2022
Q3 		$561K Sell
12,076
-1,550
-11% -$75.5K 0.13% 215
2022
Q2 		$667K Buy
13,626
+1,437
+12% +$71.1K 0.13% 194
2022
Q1 		$629K Buy
12,189
+1,694
+16% +$89.7K 0.1% 243
2021
Q4 		$579K Buy
+10,495
New +$577K 0.09% 256

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Institute for Wealth Management's EAGG Position: Q3 2025 in Review

Institute for Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2025, closing a stake of 4,829 shares — an estimated $230K sold.

Institute for Wealth Management first reported a position in EAGG in Q4 2021 and held it in 15 quarters. The position peaked at $713K in Q2 2023. 417 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

  • Institute for Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 4,829 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $230K.
  • Institute for Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 15 quarters.
  • Institute for Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $713K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.