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

Modera 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 		$2.41M Sell
50,871
-72
-0.1% -$3.41K 0.03% 256
2026
Q1 		$2.42M Sell
50,943
-4
-0% -$192 0.03% 242
2025
Q4 		$2.44M Buy
50,947
+408
+0.8% +$19.6K 0.03% 246
2025
Q3 		$2.43M Hold
50,539
– – 0.03% 244
2025
Q2 		$2.4M Buy
50,539
+15
+0% +$705 0.03% 240
2025
Q1 		$2.4M Buy
50,524
+470
+0.9% +$22K 0.03% 228
2024
Q4 		$2.32M Buy
50,054
+167
+0.3% +$7.89K 0.03% 236
2024
Q3 		$2.42M Buy
49,887
+4,499
+10% +$215K 0.03% 215
2024
Q2 		$2.12M Buy
45,388
+2,177
+5% +$101K 0.03% 216
2024
Q1 		$2.03M Buy
43,211
+873
+2% +$41.1K 0.03% 225
2023
Q4 		$2.02M Sell
42,338
-772
-2% -$35.4K 0.03% 222
2023
Q3 		$1.95M Sell
43,110
-348
-0.8% -$16.1K 0.04% 217
2023
Q2 		$2.05M Buy
+43,458
New +$2.07M 0.04% 221

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

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

Modera Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.14% in Q2 2026, selling an estimated $3.41K and leaving 50,871 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #256.

Modera Wealth Management first reported a position in EAGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.44M in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Modera Wealth Management held 50,871 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.41M as of Q2 2026.
  • Modera Wealth Management sold 72 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $3.41K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Modera Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.44M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.