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North Berkeley Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

North Berkeley Wealth 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
Q1 		$431K Buy
9,068
+1,065
+13% +$51K 0.23% 50
2025
Q4 		$383K Sell
8,003
-292
-4% -$14K 0.23% 57
2025
Q3 		$398K Hold
8,295
– – 0.31% 45
2025
Q2 		$394K Sell
8,295
-236
-3% -$11.1K 0.36% 41
2025
Q1 		$405K Sell
8,531
-673
-7% -$31.5K 0.42% 41
2024
Q4 		$427K Buy
+9,204
New +$435K 0.43% 40

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

North Berkeley Wealth Management's EAGG Position: Q1 2026 in Review

North Berkeley Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 13% in Q1 2026, buying an estimated $51K and bringing the position to 9,068 shares worth $431K. The position accounts for 0.23% of the portfolio, ranked #50.

North Berkeley Wealth Management first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • North Berkeley Wealth Management held 9,068 shares of iShares ESG Aware US Aggregate Bond ETF worth $431K as of Q1 2026.
  • North Berkeley Wealth Management bought 1,065 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $51K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.23% of North Berkeley Wealth Management's portfolio in Q1 2026, its #50 holding.
  • North Berkeley Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.