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

Level 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 Q1	–	Sell	-32	Closed	-$1.53K	–	128
2023 Q4	$1.53K	Buy	32 +14	+78%	+$641	﹤0.01%	250
2023 Q3	$815	Hold	18	–	–	﹤0.01%	266
2023 Q2	$849	Buy	18 +1	+6%	+$48	﹤0.01%	260
2023 Q1	$817	Hold	17	–	–	﹤0.01%	227
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	248
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	228
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	266
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	221
2021 Q4	$1K	Buy	+17	New	+$935	﹤0.01%	248

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Financial Advisors's EAGG Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2024, closing a stake of 32 shares — an estimated $1.53K sold.

Level Financial Advisors first reported a position in EAGG in Q4 2021 and held it in 9 quarters. The position peaked at $1.53K in Q4 2023. 363 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

Level Financial Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 32 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $1.53K.
Level Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.53K in Q4 2023.
363 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.