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

Legacy Financial Advisors’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
Q2 		– Sell
-15,115
Closed -$711K – 340
2024
Q1 		$711K Sell
15,115
-6,669
-31% -$314K 0.13% 133
2023
Q4 		$1.04M Sell
21,784
-1,169
-5% -$53.5K 0.2% 81
2023
Q3 		$1.04M Buy
22,953
+1,954
+9% +$90.7K 0.21% 65
2023
Q2 		$991K Buy
20,999
+1,156
+6% +$55.1K 0.19% 70
2023
Q1 		$954K Buy
19,843
+212
+1% +$10.1K 0.19% 63
2022
Q4 		$918K Sell
19,631
-420
-2% -$19.6K 0.2% 63
2022
Q3 		$931K Buy
20,051
+240
+1% +$11.7K 0.22% 52
2022
Q2 		$970K Buy
+19,811
New +$981K 0.24% 43

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Advisors's EAGG Position: Q2 2024 in Review

Legacy Financial Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 15,115 shares — an estimated $711K sold.

Legacy Financial Advisors first reported a position in EAGG in Q2 2022 and held it in 8 quarters. The position peaked at $1.04M in Q4 2023. 365 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Legacy Financial Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 15,115 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $711K.
  • Legacy Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 8 quarters.
  • Legacy Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.04M in Q4 2023.
  • 365 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.