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

Morris Financial Concepts’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 		$438K Buy
9,235
+654
+8% +$31K 0.13% 89
2026
Q1 		$408K Buy
8,581
+574
+7% +$27.5K 0.14% 87
2025
Q4 		$383K Buy
8,007
+285
+4% +$13.7K 0.13% 87
2025
Q3 		$371K Buy
7,722
+233
+3% +$11.1K 0.13% 88
2025
Q2 		$356K Buy
7,489
+1,321
+21% +$62K 0.14% 88
2025
Q1 		$293K Buy
6,168
+808
+15% +$37.9K 0.12% 100
2024
Q4 		$249K Buy
5,360
+238
+5% +$11.2K 0.11% 106
2024
Q3 		$249K Sell
5,122
-28
-0.5% -$1.34K 0.11% 105
2024
Q2 		$240K Buy
5,150
+289
+6% +$13.4K 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% -$46.3K 0.12% 92
2023
Q3 		$244K Buy
5,391
+28
+0.5% +$1.3K 0.16% 75
2023
Q2 		$253K Buy
5,363
+1,319
+33% +$62.8K 0.16% 76
2023
Q1 		$194K Buy
+4,044
New +$193K 0.14% 84

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

Morris Financial Concepts's EAGG Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.6% in Q2 2026, buying an estimated $31K and bringing the position to 9,235 shares worth $438K. The position accounts for 0.13% of the portfolio, ranked #89.

Morris Financial Concepts first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Morris Financial Concepts held 9,235 shares of iShares ESG Aware US Aggregate Bond ETF worth $438K as of Q2 2026.
  • Morris Financial Concepts bought 654 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $31K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Morris Financial Concepts's portfolio in Q2 2026, its #89 holding.
  • Morris Financial Concepts first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.