Morris Financial Concepts’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 | $356K | Buy |
7,489
+1,321
| +21% | +$62.8K | 0.14% | 88 |
|
|
2025
Q1 | $293K | Buy |
6,168
+808
| +15% | +$38.4K | 0.12% | 100 |
|
|
2024
Q4 | $249K | Buy |
5,360
+238
| +5% | +$11.1K | 0.11% | 106 |
|
|
2024
Q3 | $249K | Sell |
5,122
-28
| -0.5% | -$1.36K | 0.11% | 105 |
|
|
2024
Q2 | $240K | Buy |
5,150
+289
| +6% | +$13.5K | 0.11% | 94 |
|
|
2024
Q1 | $229K | Buy |
4,861
+481
| +11% | +$22.6K | 0.12% | 93 |
|
|
2023
Q4 | $209K | Sell |
4,380
-1,011
| -19% | -$48.3K | 0.12% | 92 |
|
|
2023
Q3 | $244K | Buy |
5,391
+28
| +0.5% | +$1.27K | 0.16% | 75 |
|
|
2023
Q2 | $253K | Buy |
5,363
+1,319
| +33% | +$62.2K | 0.16% | 76 |
|
|
2023
Q1 | $194K | Buy |
+4,044
| New | +$194K | 0.14% | 84 |
|