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EAGG icon

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

NewEdge 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
2026
Q1 		$6.07M Buy
127,712
+38,490
+43% +$1.84M 0.02% 619
2025
Q4 		$4.27M Buy
89,222
+3,591
+4% +$173K 0.02% 729
2025
Q3 		$4.11M Buy
85,631
+7,941
+10% +$378K 0.02% 708
2025
Q2 		$3.69M Buy
77,690
+12,394
+19% +$582K 0.02% 694
2025
Q1 		$3.1M Sell
65,296
-18,956
-22% -$888K 0.02% 673
2024
Q4 		$3.91M Buy
84,252
+51,434
+157% +$2.43M 0.02% 583
2024
Q3 		$1.59M Sell
32,818
-7,902
-19% -$378K 0.01% 895
2024
Q2 		$1.9M Buy
40,720
+11,711
+40% +$543K 0.01% 773
2024
Q1 		$1.37M Buy
29,009
+12,925
+80% +$608K 0.01% 848
2023
Q4 		$758K Buy
+16,084
New +$736K 0.01% 1074
2023
Q1 		– Sell
-2,702
Closed -$126K – 3603
2022
Q4 		$126K Buy
+2,702
New +$126K ﹤0.01% 1349

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 $1.56T 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

NewEdge Advisors's EAGG Position: Q1 2026 in Review

NewEdge Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 43% in Q1 2026, buying an estimated $1.84M and bringing the position to 127,712 shares worth $6.07M. The position accounts for 0.02% of the portfolio, ranked #619.

NewEdge Advisors first reported a position in EAGG in Q4 2022 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • NewEdge Advisors held 127,712 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.07M as of Q1 2026.
  • NewEdge Advisors bought 38,490 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $1.84M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #619 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.