MA
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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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return