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Martin Worley Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Martin Worley Group’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
2025
Q2 		$1.03M Buy
21,715
+756
+4% +$35.5K 0.51% 44
2025
Q1 		$995K Buy
+20,959
New +$982K 0.57% 42

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Martin Worley Group's EAGG Position: Q2 2025 in Review

Martin Worley Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.6% in Q2 2025, buying an estimated $35.5K and bringing the position to 21,715 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #44.

Martin Worley Group first reported a position in EAGG in Q1 2025 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Martin Worley Group held 21,715 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.03M as of Q2 2025.
  • Martin Worley Group bought 756 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $35.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.51% of Martin Worley Group's portfolio in Q2 2025, its #44 holding.
  • Martin Worley Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.