Laird Norton Wetherby Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Laird Norton Wetherby 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
2024 Q4	–	Sell	-49,585	Closed	-$2.41M	–	912
2024 Q3	$2.41M	Hold	49,585	–	–	0.11%	186
2024 Q2	$2.31M	Hold	49,585	–	–	0.11%	187
2024 Q1	$2.33M	Hold	49,585	–	–	0.11%	191
2023 Q4	$2.37M	Hold	49,585	–	–	0.12%	169
2023 Q3	$2.25M	Hold	49,585	–	–	0.13%	156
2023 Q2	$2.34M	Sell	49,585 -500	-1%	-$23.8K	0.13%	160
2023 Q1	$2.41M	Sell	50,085 -2,126	-4%	-$101K	0.14%	142
2022 Q4	$2.44M	Hold	52,211	–	–	0.16%	142
2022 Q3	$2.42M	Buy	52,211 +28,740	+122%	+$1.4M	0.17%	114
2022 Q2	$1.15M	Buy	23,471 +12,318	+110%	+$610K	0.08%	263
2022 Q1	$576K	Buy	+11,153	New	+$591K	0.03%	477

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

Laird Norton Wetherby Wealth Management's EAGG Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 49,585 shares — an estimated $2.41M sold.

Laird Norton Wetherby Wealth Management first reported a position in EAGG in Q1 2022 and held it in 11 quarters. The position peaked at $2.44M in Q4 2022. 399 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

Laird Norton Wetherby Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 49,585 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $2.41M.
Laird Norton Wetherby Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.44M in Q4 2022.
399 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.