Kovitz Investment Group Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$504K	Buy	10,593 +3,001	+40%	+$143K	﹤0.01%	963
2025 Q1	$360K	Buy	7,592 +3,099	+69%	+$147K	﹤0.01%	991
2024 Q4	$209K	Buy	+4,493	New	+$209K	﹤0.01%	1151