MA
EAGG icon

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

Mutual Advisors’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
Q3 		– Sell
-23,998
Closed -$1.13M – 1298
2025
Q2 		$1.13M Sell
23,998
-342
-1% -$16.1K 0.03% 455
2025
Q1 		$1.15M Sell
24,340
-7,803
-24% -$366K 0.03% 412
2024
Q4 		$1.49M Sell
32,143
-1,484
-4% -$70.1K 0.04% 359
2024
Q3 		$1.59M Buy
+33,627
New +$1.61M 0.05% 332
2021
Q4 		– Sell
-3,702
Closed -$204K – 896
2021
Q3 		$204K Sell
3,702
-714
-16% -$39.7K 0.01% 829
2021
Q2 		$244K Buy
+4,416
New +$243K 0.01% 737

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mutual Advisors's EAGG Position: Q3 2025 in Review

Mutual Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2025, closing a stake of 23,998 shares — an estimated $1.13M sold.

Mutual Advisors first reported a position in EAGG in Q2 2021 and held it in 6 quarters. The position peaked at $1.59M in Q3 2024. 420 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

  • Mutual Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 23,998 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $1.13M.
  • Mutual Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and held it in 6 quarters.
  • Mutual Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.59M in Q3 2024.
  • 420 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.