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

Mather 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
2026
Q2 		$11.4M Buy
240,524
+8,638
+4% +$409K 0.1% 96
2026
Q1 		$11M Buy
231,886
+7,728
+3% +$370K 0.11% 80
2025
Q4 		$10.7M Buy
224,158
+9,080
+4% +$437K 0.11% 82
2025
Q3 		$10.3M Buy
215,078
+8,162
+4% +$388K 0.1% 84
2025
Q2 		$9.84M Buy
206,916
+22,273
+12% +$1.05M 0.11% 85
2025
Q1 		$8.77M Buy
184,643
+1,263
+0.7% +$59.2K 0.1% 84
2024
Q4 		$8.52M Buy
183,380
+8,618
+5% +$407K 0.11% 86
2024
Q3 		$8.49M Buy
174,762
+174,686
+229,850% +$8.36M 0.11% 87
2024
Q2 		$3.58K Sell
76
-8
-10% -$371 ﹤0.01% 1719
2024
Q1 		$4.01K Buy
+84
New +$3.95K ﹤0.01% 1395

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

Mather Group's EAGG Position: Q2 2026 in Review

Mather Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.7% in Q2 2026, buying an estimated $409K and bringing the position to 240,524 shares worth $11.4M. The position accounts for 0.1% of the portfolio, ranked #96.

Mather Group first reported a position in EAGG in Q1 2024 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Mather Group held 240,524 shares of iShares ESG Aware US Aggregate Bond ETF worth $11.4M as of Q2 2026.
  • Mather Group bought 8,638 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $409K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Mather Group's portfolio in Q2 2026, its #96 holding.
  • Mather Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.