Kades & Cheifetz’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Kades & Cheifetz’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 Q4	$223K	Buy	+4,812	New	+$227K	0.11%	96

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kades & Cheifetz's EAGG Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024: 4,812 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #96 among its holdings.

399 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

Kades & Cheifetz held 4,812 shares of iShares ESG Aware US Aggregate Bond ETF worth $223K as of Q4 2024.
iShares ESG Aware US Aggregate Bond ETF was a new Kades & Cheifetz position in Q4 2024.
iShares ESG Aware US Aggregate Bond ETF made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #96 holding.
399 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.