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MA Private Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

MA Private Wealth’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
2026
Q2 		$488K Buy
10,298
+305
+3% +$14.5K 0.07% 69
2026
Q1 		$475K Hold
9,993
– – 0.08% 69
2025
Q4 		$478K Hold
9,993
– – 0.08% 66
2025
Q3 		$480K Buy
9,993
+400
+4% +$19K 0.08% 63
2025
Q2 		$456K Hold
9,593
– – 0.08% 65
2025
Q1 		$455K Hold
9,593
– – 0.09% 57
2024
Q4 		$445K Hold
9,593
– – 0.08% 56
2024
Q3 		$466K Sell
9,593
-4,231
-31% -$203K 0.09% 53
2024
Q2 		$644K Hold
13,824
– – 0.13% 48
2024
Q1 		$651K Hold
13,824
– – 0.13% 48
2023
Q4 		$660K Buy
+13,824
New +$633K 0.14% 52

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MA Private Wealth's EAGG Position: Q2 2026 in Review

MA Private Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 10,298 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #69.

MA Private Wealth first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q4 2023. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • MA Private Wealth held 10,298 shares of iShares ESG Aware US Aggregate Bond ETF worth $488K as of Q2 2026.
  • MA Private Wealth bought 305 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $14.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of MA Private Wealth's portfolio in Q2 2026, its #69 holding.
  • MA Private Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • MA Private Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $660K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.