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Journey Strategic Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Journey Strategic Wealth’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
-4,365
Closed -$205K – 405
2024
Q1 		$205K Buy
+4,365
New +$205K 0.01% 283

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
BlackRock
BlackRock New York $5.72T 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 $871B 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Journey Strategic Wealth's EAGG Position: Q2 2024 in Review

Journey Strategic Wealth sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 4,365 shares — an estimated $205K sold.

Journey Strategic Wealth first reported a position in EAGG in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Journey Strategic Wealth reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,365 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $205K.
  • Journey Strategic Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $205K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Journey Strategic Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.