MAI Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

MAI 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
2026 Q2	$351K	Buy	7,395 +1,493	+25%	+$70.8K	﹤0.01%	1496
2026 Q1	$281K	Buy	5,902 +38	+0.6%	+$1.82K	﹤0.01%	1312
2025 Q4	$281K	Buy	5,864 +175	+3%	+$8.41K	﹤0.01%	1176
2025 Q3	$273K	Buy	5,689 +2,288	+67%	+$109K	﹤0.01%	1146
2025 Q2	$162K	Hold	3,401	–	–	﹤0.01%	1276
2025 Q1	$161K	Hold	3,401	–	–	﹤0.01%	1200
2024 Q4	$158K	Buy	+3,401	New	+$161K	﹤0.01%	1230

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 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MAI Capital Management's EAGG Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 25% in Q2 2026, buying an estimated $70.8K and bringing the position to 7,395 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

MAI Capital Management first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

MAI Capital Management held 7,395 shares of iShares ESG Aware US Aggregate Bond ETF worth $351K as of Q2 2026.
MAI Capital Management bought 1,493 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $70.8K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1496 holding.
MAI Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.