M&R Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

M&R Capital 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
2023 Q1	–	Sell	-4	Closed	-$186	–	617
2022 Q4	$186	Hold	4	–	–	﹤0.01%	596
2022 Q3	$0	Sell	4 -144	-97%	-$7.02K	﹤0.01%	431
2022 Q2	$7K	Buy	+148	New	+$7.33K	﹤0.01%	350

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&R Capital Management's EAGG Position: Q1 2023 in Review

M&R Capital Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 4 shares — an estimated $186 sold.

M&R Capital Management first reported a position in EAGG in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

M&R Capital Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
M&R Capital Management sold 4 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $186.
M&R Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
M&R Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $7K in Q2 2022.
312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on M&R Capital Management's 13F filing for Q1 2023, filed 3 Apr 2023.