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Keudell/Morrison Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Keudell/Morrison 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
2023
Q1 		– Sell
-5,000
Closed -$234K – 186
2022
Q4 		$234K Buy
+5,000
New +$233K 0.08% 164

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 $162B AUM 16.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keudell/Morrison Wealth Management's EAGG Position: Q1 2023 in Review

Keudell/Morrison Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 5,000 shares — an estimated $234K sold.

Keudell/Morrison Wealth Management first reported a position in EAGG in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

  • Keudell/Morrison Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 5,000 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $234K.
  • Keudell/Morrison Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $234K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.