McKinley Carter Wealth Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

McKinley Carter Wealth Services’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	$2.53M	Buy	53,341 +163	+0.3%	+$7.72K	0.13%	113
2026 Q1	$2.53M	Sell	53,178 -7,179	-12%	-$344K	0.15%	112
2025 Q4	$2.89M	Buy	60,357 +4,585	+8%	+$220K	0.16%	105
2025 Q3	$2.68M	Buy	55,772 +1,535	+3%	+$73K	0.14%	108
2025 Q2	$2.58M	Sell	54,237 -647	-1%	-$30.4K	0.14%	105
2025 Q1	$2.61M	Buy	+54,884	New	+$2.57M	0.16%	94

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

McKinley Carter Wealth Services's EAGG Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.31% in Q2 2026, buying an estimated $7.72K and bringing the position to 53,341 shares worth $2.53M. The position accounts for 0.13% of the portfolio, ranked #113.

McKinley Carter Wealth Services first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

McKinley Carter Wealth Services held 53,341 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.53M as of Q2 2026.
McKinley Carter Wealth Services bought 163 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $7.72K.
iShares ESG Aware US Aggregate Bond ETF made up 0.13% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #113 holding.
McKinley Carter Wealth Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
McKinley Carter Wealth Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.89M in Q4 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.