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

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return