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 Q2	$653K	Buy	13,778 +4,710	+52%	+$223K	0.26%	44
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

North Berkeley Wealth Management's EAGG Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 52% in Q2 2026, buying an estimated $223K and bringing the position to 13,778 shares worth $653K. The position accounts for 0.26% of the portfolio, ranked #44.

North Berkeley Wealth Management first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

North Berkeley Wealth Management held 13,778 shares of iShares ESG Aware US Aggregate Bond ETF worth $653K as of Q2 2026.
North Berkeley Wealth Management bought 4,710 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $223K.
iShares ESG Aware US Aggregate Bond ETF made up 0.26% of North Berkeley Wealth Management's portfolio in Q2 2026, its #44 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 7 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.