Moneta Group Investment Advisors’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 | $1.45M | Sell |
30,518
-1,570
| -5% | -$74.6K | 0.02% | 260 |
|
|
2025
Q1 | $1.52M | Buy |
32,088
+7,441
| +30% | +$353K | 0.02% | 238 |
|
|
2024
Q4 | $1.14M | Buy |
24,647
+5,710
| +30% | +$265K | 0.02% | 265 |
|
|
2024
Q3 | $920K | Buy |
18,937
+1,314
| +7% | +$63.8K | 0.01% | 287 |
|
|
2024
Q2 | $821K | Buy |
17,623
+1,554
| +10% | +$72.4K | 0.01% | 296 |
|
|
2024
Q1 | $756K | Sell |
16,069
-174
| -1% | -$8.19K | 0.01% | 303 |
|
|
2023
Q4 | $775K | Buy |
16,243
+1,654
| +11% | +$79K | 0.02% | 269 |
|
|
2023
Q3 | $661K | Buy |
14,589
+8,685
| +147% | +$393K | 0.02% | 269 |
|
|
2023
Q2 | $278K | Sell |
5,904
-781
| -12% | -$36.8K | 0.01% | 437 |
|
|
2023
Q1 | $321K | Buy |
6,685
+209
| +3% | +$10K | 0.01% | 401 |
|
|
2022
Q4 | $312K | Buy |
+6,476
| New | +$312K | 0.01% | 364 |
|