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EAGG icon

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

MOTCO’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 		$112K Hold
2,362
– – 0.01% 259
2025
Q4 		$113K Buy
2,362
+238
+11% +$11.4K 0.01% 255
2025
Q3 		$102K Buy
2,124
+239
+13% +$11.4K 0.01% 275
2025
Q2 		$89.1K Buy
1,885
+568
+43% +$26.7K 0.01% 266
2025
Q1 		$62.5K Buy
1,317
+789
+149% +$37K 0.01% 272
2024
Q4 		$24.5K Buy
+528
New +$24.9K ﹤0.01% 333

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

MOTCO's EAGG Position: Q1 2026 in Review

MOTCO held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q1 2026 at 2,362 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #259.

MOTCO first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $113K in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • MOTCO held 2,362 shares of iShares ESG Aware US Aggregate Bond ETF worth $112K as of Q1 2026.
  • MOTCO left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #259 holding.
  • MOTCO first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • MOTCO's iShares ESG Aware US Aggregate Bond ETF position peaked at $113K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.