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EAGG icon

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

Montis Financial’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
2025
Q2 		– Sell
-5,837
Closed -$277K – 137
2025
Q1 		$277K Hold
5,837
– – 0.08% 114
2024
Q4 		$271K Buy
+5,837
New +$276K 0.08% 118

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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montis Financial's EAGG Position: Q2 2025 in Review

Montis Financial sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 5,837 shares — an estimated $277K sold.

Montis Financial first reported a position in EAGG in Q4 2024 and held it in 2 quarters. The position peaked at $277K in Q1 2025. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Montis Financial reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Montis Financial sold 5,837 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $277K.
  • Montis Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Montis Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $277K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Montis Financial's 13F filing for Q2 2025, filed 17 Jul 2025.