New York Life Investment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-44,979	Closed	-$2.15M	–	1381
2023 Q4	$2.15M	Buy	+44,979	New	+$2.06M	0.02%	531
2023 Q2	–	Sell	-19,657	Closed	-$945K	–	1314
2023 Q1	$945K	Sell	19,657 -1,322	-6%	-$63K	0.01%	613
2022 Q4	$981K	Buy	20,979 +7,588	+57%	+$354K	0.01%	627
2022 Q3	$622K	Buy	13,391 +8,451	+171%	+$412K	0.01%	671
2022 Q2	$242K	Sell	4,940 -18,428	-79%	-$912K	﹤0.01%	1205
2022 Q1	$1.21M	Buy	23,368 +7,206	+45%	+$382K	0.06%	36
2021 Q4	$892K	Sell	16,162 -10,542	-39%	-$580K	0.05%	36
2021 Q3	$1.47M	Buy	+26,704	New	+$1.49M	0.08%	33

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New York Life Investment Management's EAGG Position: Q1 2024 in Review

New York Life Investment Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2024, closing a stake of 44,979 shares — an estimated $2.15M sold.

New York Life Investment Management first reported a position in EAGG in Q3 2021 and held it in 8 quarters. The position peaked at $2.15M in Q4 2023. 363 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

New York Life Investment Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 44,979 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $2.15M.
New York Life Investment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and held it in 8 quarters.
New York Life Investment Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.15M in Q4 2023.
363 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.