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Moneta Group Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$1.88M Sell
39,515
-423
-1% -$20.3K 0.01% 274
2025
Q4 		$1.91M Buy
39,938
+5,342
+15% +$257K 0.01% 270
2025
Q3 		$1.66M Buy
34,596
+4,078
+13% +$194K 0.01% 280
2025
Q2 		$1.45M Sell
30,518
-1,570
-5% -$73.7K 0.02% 260
2025
Q1 		$1.52M Buy
32,088
+7,441
+30% +$349K 0.02% 238
2024
Q4 		$1.14M Buy
24,647
+5,710
+30% +$270K 0.02% 265
2024
Q3 		$920K Buy
18,937
+1,314
+7% +$62.9K 0.01% 287
2024
Q2 		$821K Buy
17,623
+1,554
+10% +$72K 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% +$75.7K 0.02% 269
2023
Q3 		$661K Buy
14,589
+8,685
+147% +$403K 0.02% 269
2023
Q2 		$278K Sell
5,904
-781
-12% -$37.2K 0.01% 437
2023
Q1 		$321K Buy
6,685
+209
+3% +$9.96K 0.01% 401
2022
Q4 		$312K Buy
+6,476
New +$302K 0.01% 364

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Moneta Group Investment Advisors's EAGG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.1% in Q1 2026, selling an estimated $20.3K and leaving 39,515 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #274.

Moneta Group Investment Advisors first reported a position in EAGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Moneta Group Investment Advisors held 39,515 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.88M as of Q1 2026.
  • Moneta Group Investment Advisors sold 423 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $20.3K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #274 holding.
  • Moneta Group Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.91M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.