Neumann Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Neumann Capital Management’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 Q2	–	Sell	-66,870	Closed	-$3.18M	–	72
2026 Q1	$3.18M	Buy	66,870 +2,370	+4%	+$114K	0.94%	29
2025 Q4	$3.09M	Buy	64,500 +9,050	+16%	+$435K	0.89%	28
2025 Q3	$2.66M	Buy	55,450 +2,725	+5%	+$130K	0.78%	32
2025 Q2	$2.51M	Buy	52,725 +23,480	+80%	+$1.1M	0.79%	32
2025 Q1	$1.39M	Buy	29,245 +240	+0.8%	+$11.2K	0.48%	48
2024 Q4	$1.35M	Buy	29,005 +3,630	+14%	+$171K	0.45%	48
2024 Q3	$1.23M	Buy	25,375 +1,140	+5%	+$54.6K	0.41%	49
2024 Q2	$1.13M	Buy	24,235 +2,250	+10%	+$104K	0.39%	52
2024 Q1	$1.03M	Buy	21,985 +4,110	+23%	+$193K	0.37%	59
2023 Q4	$853K	Buy	17,875 +1,400	+8%	+$64.1K	0.34%	59
2023 Q3	$746K	Buy	16,475 +2,045	+14%	+$94.9K	0.33%	57
2023 Q2	$681K	Buy	14,430 +1,000	+7%	+$47.6K	0.28%	59
2023 Q1	$645K	Buy	13,430 +3,770	+39%	+$180K	0.28%	58
2022 Q4	$452K	Buy	9,660 +2,330	+32%	+$109K	0.21%	71
2022 Q3	$340K	Buy	+7,330	New	+$357K	0.17%	74

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

Neumann Capital Management's EAGG Position: Q2 2026 in Review

Neumann Capital Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 66,870 shares — an estimated $3.18M sold.

Neumann Capital Management first reported a position in EAGG in Q3 2022 and held it in 15 quarters. The position peaked at $3.18M in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Neumann Capital Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 66,870 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $3.18M.
Neumann Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and held it in 15 quarters.
Neumann Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.18M in Q1 2026.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.