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MassMutual Private Wealth & Trust’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-4
Closed -$186 – 2384
2024
Q4 		$186 Buy
+4
New +$189 ﹤0.01% 2252

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 22.9% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MassMutual Private Wealth & Trust's EAGG Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2025, closing a stake of 4 shares — an estimated $186 sold.

MassMutual Private Wealth & Trust first reported a position in EAGG in Q4 2024 and held it in 1 quarter. The position peaked at $186 in Q4 2024. 415 funds tracked by Wall St. Rank hold EAGG as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 4 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2025, an estimated $186.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares ESG Aware US Aggregate Bond ETF position peaked at $186 in Q4 2024.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.