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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
Q2 		$8.45M Buy
178,326
+50,614
+40% +$2.4M 0.03% 558
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

NewEdge Advisors's EAGG Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 40% in Q2 2026, buying an estimated $2.4M and bringing the position to 178,326 shares worth $8.45M. The position accounts for 0.03% of the portfolio, ranked #558.

NewEdge Advisors first reported a position in EAGG in Q4 2022 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • NewEdge Advisors held 178,326 shares of iShares ESG Aware US Aggregate Bond ETF worth $8.45M as of Q2 2026.
  • NewEdge Advisors bought 50,614 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2.4M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #558 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.