JSF Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

JSF Financial’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
2026 Q1	$281K	Buy	5,907 +33	+0.6%	+$1.58K	0.06%	107
2025 Q4	$281K	Buy	5,874 +937	+19%	+$45K	0.06%	110
2025 Q3	$237K	Buy	4,937 +281	+6%	+$13.4K	0.05%	114
2025 Q2	$221K	Sell	4,656 -4,171	-47%	-$196K	0.05%	121
2025 Q1	$419K	Buy	8,827 +2,247	+34%	+$105K	0.11%	86
2024 Q4	$306K	Buy	6,580 +264	+4%	+$12.5K	0.08%	102
2024 Q3	$307K	Buy	6,316 +62	+1%	+$2.97K	0.09%	91
2024 Q2	$292K	Buy	6,254 +1,264	+25%	+$58.6K	0.09%	94
2024 Q1	$235K	Buy	4,990 +745	+18%	+$35.1K	0.07%	101
2023 Q4	$203K	Buy	+4,245	New	+$194K	0.07%	104

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return