Neumann Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
52,725
+23,480
| +80% | +$1.12M | 0.79% | 32 |
|
|
2025
Q1 | $1.39M | Buy |
29,245
+240
| +0.8% | +$11.4K | 0.48% | 48 |
|
|
2024
Q4 | $1.35M | Buy |
29,005
+3,630
| +14% | +$169K | 0.45% | 48 |
|
|
2024
Q3 | $1.23M | Buy |
25,375
+1,140
| +5% | +$55.4K | 0.41% | 49 |
|
|
2024
Q2 | $1.13M | Buy |
24,235
+2,250
| +10% | +$105K | 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% | +$66.8K | 0.34% | 59 |
|
|
2023
Q3 | $746K | Buy |
16,475
+2,045
| +14% | +$92.6K | 0.33% | 57 |
|
|
2023
Q2 | $681K | Buy |
14,430
+1,000
| +7% | +$47.2K | 0.28% | 59 |
|
|
2023
Q1 | $645K | Buy |
13,430
+3,770
| +39% | +$181K | 0.28% | 58 |
|
|
2022
Q4 | $452K | Buy |
9,660
+2,330
| +32% | +$109K | 0.21% | 71 |
|
|
2022
Q3 | $340K | Buy |
+7,330
| New | +$340K | 0.17% | 74 |
|