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

Merit Financial 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 		$3.56M Buy
75,114
+22,439
+43% +$1.06M 0.02% 527
2026
Q1 		$2.5M Buy
52,675
+20,242
+62% +$970K 0.02% 583
2025
Q4 		$1.55M Buy
32,433
+489
+2% +$23.5K 0.01% 744
2025
Q3 		$1.53M Buy
31,944
+4,908
+18% +$233K 0.01% 674
2025
Q2 		$1.29M Buy
27,036
+8,058
+42% +$378K 0.01% 676
2025
Q1 		$901K Buy
+18,978
New +$890K 0.01% 694

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

Merit Financial Group's EAGG Position: Q2 2026 in Review

Merit Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 43% in Q2 2026, buying an estimated $1.06M and bringing the position to 75,114 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #527.

Merit Financial Group first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Merit Financial Group held 75,114 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.56M as of Q2 2026.
  • Merit Financial Group bought 22,439 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.06M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #527 holding.
  • Merit Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.