Morgan Stanley
EAGG icon

Morgan Stanley’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Morgan Stanley’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 		$8.39M Buy
177,037
+3,880
+2% +$184K ﹤0.01% 3847
2026
Q1 		$8.23M Buy
173,157
+9,287
+6% +$445K ﹤0.01% 3734
2025
Q4 		$7.84M Buy
163,870
+11,213
+7% +$539K ﹤0.01% 3825
2025
Q3 		$7.33M Buy
152,657
+2,719
+2% +$129K ﹤0.01% 3831
2025
Q2 		$7.13M Sell
149,938
-1,884
-1% -$88.5K ﹤0.01% 3765
2025
Q1 		$7.21M Sell
151,822
-88,930
-37% -$4.17M ﹤0.01% 3614
2024
Q4 		$11.2M Buy
240,752
+390
+0.2% +$18.4K ﹤0.01% 3305
2024
Q3 		$11.7M Buy
240,362
+2,092
+0.9% +$100K ﹤0.01% 3306
2024
Q2 		$11.1M Buy
238,270
+221,076
+1,286% +$10.2M ﹤0.01% 3243
2024
Q1 		$809K Buy
17,194
+10,886
+173% +$512K ﹤0.01% 5081
2023
Q4 		$301K Sell
6,308
-1,200
-16% -$54.9K ﹤0.01% 5547
2023
Q3 		$340K Buy
7,508
+3,174
+73% +$147K ﹤0.01% 5331
2023
Q2 		$204K Sell
4,334
-1,962
-31% -$93.5K ﹤0.01% 5640
2023
Q1 		$303K Buy
6,296
+1,226
+24% +$58.4K ﹤0.01% 5509
2022
Q4 		$237K Sell
5,070
-334
-6% -$15.6K ﹤0.01% 5597
2022
Q3 		$251K Buy
5,404
+1,029
+24% +$50.1K ﹤0.01% 5618
2022
Q2 		$214K Buy
4,375
+1,919
+78% +$95K ﹤0.01% 5863
2022
Q1 		$127K Sell
2,456
-1,183
-33% -$62.7K ﹤0.01% 6171
2021
Q4 		$201K Buy
3,639
+768
+27% +$42.3K ﹤0.01% 6071
2021
Q3 		$158K Hold
2,871
– – ﹤0.01% 6118
2021
Q2 		$159K Buy
2,871
+503
+21% +$27.6K ﹤0.01% 6127
2021
Q1 		$130K Buy
2,368
+992
+72% +$55K ﹤0.01% 5878
2020
Q4 		$78K Buy
1,376
+225
+20% +$12.7K ﹤0.01% 6013
2020
Q3 		$65K Hold
1,151
– – ﹤0.01% 5613
2020
Q2 		$65K Buy
+1,151
New +$64.5K ﹤0.01% 5582

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

Morgan Stanley's EAGG Position: Q2 2026 in Review

Morgan Stanley increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.2% in Q2 2026, buying an estimated $184K and bringing the position to 177,037 shares worth $8.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

Morgan Stanley first reported a position in EAGG in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.7M in Q3 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Morgan Stanley held 177,037 shares of iShares ESG Aware US Aggregate Bond ETF worth $8.39M as of Q2 2026.
  • Morgan Stanley bought 3,880 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3847 holding.
  • Morgan Stanley first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Morgan Stanley's iShares ESG Aware US Aggregate Bond ETF position peaked at $11.7M in Q3 2024.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.