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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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return