Modera Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
50,539
+15
| +0% | +$713 | 0.03% | 240 |
|
|
2025
Q1 | $2.4M | Buy |
50,524
+470
| +0.9% | +$22.3K | 0.03% | 228 |
|
|
2024
Q4 | $2.32M | Buy |
50,054
+167
| +0.3% | +$7.76K | 0.03% | 236 |
|
|
2024
Q3 | $2.42M | Buy |
49,887
+4,499
| +10% | +$219K | 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% | -$36.9K | 0.03% | 222 |
|
|
2023
Q3 | $1.95M | Sell |
43,110
-348
| -0.8% | -$15.8K | 0.04% | 217 |
|
|
2023
Q2 | $2.05M | Buy |
+43,458
| New | +$2.05M | 0.04% | 221 |
|