Jim Simons
EAGG icon

Jim Simons’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Jim Simons’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
Q1 		– Sell
-10,264
Closed -$490K – 3784
2023
Q4 		$490K Sell
10,264
-16,736
-62% -$766K ﹤0.01% 2788
2023
Q3 		$1.22M Buy
+27,000
New +$1.25M ﹤0.01% 2165

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's EAGG Position: Q1 2024 in Review

Jim Simons sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2024, closing a stake of 10,264 shares — an estimated $490K sold.

Jim Simons first reported a position in EAGG in Q3 2023 and held it in 2 quarters. The position peaked at $1.22M in Q3 2023. 363 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

  • Jim Simons reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 10,264 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $490K.
  • Jim Simons first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Jim Simons's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.22M in Q3 2023.
  • 363 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.