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

My Legacy 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 Q2	–	Sell	-5,685	Closed	-$270K	–	212
2025 Q1	$270K	Buy	+5,685	New	+$266K	0.1%	185
2024 Q4	–	Sell	-4,544	Closed	-$221K	–	199
2024 Q3	$221K	Buy	4,544 +2	+0%	+$96	0.09%	191
2024 Q2	$212K	Buy	+4,542	New	+$211K	0.07%	205
2023 Q3	–	Sell	-4,342	Closed	-$206K	–	209
2023 Q2	$206K	Sell	4,342 -1,110	-20%	-$52.9K	0.08%	207
2023 Q1	$262K	Buy	+5,452	New	+$260K	0.11%	189
2022 Q4	–	Sell	-5,694	Closed	-$260K	–	210
2022 Q3	$260K	Sell	5,694 -1,267	-18%	-$61.7K	0.13%	183
2022 Q2	$341K	Buy	6,961 +1,433	+26%	+$71K	0.17%	168
2022 Q1	$285K	Buy	+5,528	New	+$293K	0.13%	159

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

My Legacy Advisors's EAGG Position: Q2 2025 in Review

My Legacy Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 5,685 shares — an estimated $270K sold.

My Legacy Advisors first reported a position in EAGG in Q1 2022 and held it in 8 quarters. The position peaked at $341K in Q2 2022. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

My Legacy Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
My Legacy Advisors sold 5,685 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $270K.
My Legacy Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and held it in 8 quarters.
My Legacy Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $341K in Q2 2022.
416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.