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Mascoma Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Mascoma Wealth 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 		$6.79M Buy
143,276
+2,628
+2% +$125K 1.26% 19
2026
Q1 		$6.69M Buy
140,648
+6,704
+5% +$321K 1.38% 18
2025
Q4 		$6.41M Buy
133,944
+3,121
+2% +$150K 1.37% 18
2025
Q3 		$6.28M Sell
130,823
-9,985
-7% -$475K 1.38% 17
2025
Q2 		$6.69M Sell
140,808
-2,313
-2% -$109K 1.55% 16
2025
Q1 		$6.8M Sell
143,121
-19,501
-12% -$914K 1.69% 16
2024
Q4 		$7.55M Sell
162,622
-1,763
-1% -$83.3K 1.9% 13
2024
Q3 		$7.99M Buy
164,385
+21,552
+15% +$1.03M 1.99% 13
2024
Q2 		$6.66M Buy
142,833
+20,770
+17% +$963K 1.77% 13
2024
Q1 		$5.74M Buy
122,063
+14,586
+14% +$686K 1.63% 13
2023
Q4 		$5.13M Buy
107,477
+4,640
+5% +$212K 1.54% 13
2023
Q3 		$4.66M Buy
102,837
+2,819
+3% +$131K 1.46% 16
2023
Q2 		$4.67M Buy
100,018
+35,525
+55% +$1.69M 1.43% 16
2023
Q1 		$3.11M Buy
64,493
+16,090
+33% +$766K 0.91% 24
2022
Q4 		$2.26M Buy
48,403
+10,187
+27% +$475K 0.72% 31
2022
Q3 		$1.77M Buy
38,216
+1,714
+5% +$83.5K 0.61% 34
2022
Q2 		$1.79M Buy
36,502
+662
+2% +$32.8K 0.61% 36
2022
Q1 		$1.85M Buy
35,840
+5,293
+17% +$280K 0.59% 38
2021
Q4 		$1.69M Buy
30,547
+11,087
+57% +$610K 0.58% 37
2021
Q3 		$1.07M Buy
19,460
+1,571
+9% +$87.4K 0.42% 43
2021
Q2 		$990K Buy
17,889
+1,856
+12% +$102K 0.42% 45
2021
Q1 		$877K Sell
16,033
-3,955
-20% -$219K 0.38% 45
2020
Q4 		$1.13M Buy
+19,988
New +$1.13M 0.57% 34
2019
Q3 		$419K Buy
7,736
+1,405
+22% +$75.6K 0.26% 51
2019
Q2 		$338K Buy
6,331
+3,025
+92% +$158K 0.21% 56
2019
Q1 		$173K Buy
+3,306
New +$170K 0.12% 74

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

Mascoma Wealth Management's EAGG Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.9% in Q2 2026, buying an estimated $125K and bringing the position to 143,276 shares worth $6.79M. The position accounts for 1.26% of the portfolio, ranked #19.

Mascoma Wealth Management first reported a position in EAGG in Q1 2019 and has held it in 26 quarters since. The position peaked at $7.99M in Q3 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Mascoma Wealth Management held 143,276 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.79M as of Q2 2026.
  • Mascoma Wealth Management bought 2,628 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.26% of Mascoma Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Mascoma Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $7.99M in Q3 2024.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.