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

LGT 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 Q4	–	Sell	-844	Closed	-$41K	–	734
2024 Q3	$41K	Buy	844 +8	+1%	+$383	0.1%	155
2024 Q2	$39K	Buy	836 +8	+1%	+$371	0.08%	185
2024 Q1	$39K	Buy	828 +5	+0.6%	+$235	0.05%	256
2023 Q4	$39.3K	Buy	823 +10	+1%	+$458	0.05%	240
2023 Q3	$36.8K	Buy	+813	New	+$37.7K	0.05%	249
2023 Q1	–	Sell	-9,323	Closed	-$436K	–	109
2022 Q4	$436K	Buy	+9,323	New	+$434K	0.51%	38

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LGT Financial Advisors's EAGG Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 844 shares — an estimated $41K sold.

LGT Financial Advisors first reported a position in EAGG in Q4 2022 and held it in 6 quarters. The position peaked at $436K in Q4 2022. 402 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

LGT Financial Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 844 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $41K.
LGT Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 6 quarters.
LGT Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $436K in Q4 2022.
402 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.