Northwestern Mutual Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Northwestern Mutual 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	$109M	Buy	2,296,552 +76,680	+3%	+$3.67M	0.07%	148
2025 Q4	$106M	Buy	2,219,872 +108,618	+5%	+$5.22M	0.07%	145
2025 Q3	$101M	Buy	2,111,254 +85,090	+4%	+$4.05M	0.07%	146
2025 Q2	$96.3M	Buy	2,026,164 +99,534	+5%	+$4.67M	0.07%	135
2025 Q1	$91.5M	Buy	1,926,630 +143,218	+8%	+$6.71M	0.07%	127
2024 Q4	$82.8M	Buy	1,783,412 +119,616	+7%	+$5.65M	0.07%	130
2024 Q3	$80.8M	Buy	1,663,796 +43,430	+3%	+$2.08M	0.07%	127
2024 Q2	$75.5M	Sell	1,620,366 -7,923,236	-83%	-$367M	0.07%	122
2024 Q1	$449M	Buy	9,543,602 +48,185	+0.5%	+$2.27M	0.46%	33
2023 Q4	$453M	Buy	9,495,417 +344,644	+4%	+$15.8M	0.51%	30
2023 Q3	$415M	Buy	9,150,773 +2,907,898	+47%	+$135M	0.54%	30
2023 Q2	$294M	Buy	6,242,875 +173,024	+3%	+$8.24M	0.38%	36
2023 Q1	$292M	Buy	6,069,851 +254,304	+4%	+$12.1M	0.41%	35
2022 Q4	$272M	Buy	5,815,547 +107,138	+2%	+$4.99M	0.41%	35
2022 Q3	$265M	Buy	5,708,409 +134,714	+2%	+$6.56M	0.46%	34
2022 Q2	$273M	Buy	5,573,695 +125,393	+2%	+$6.21M	0.47%	33
2022 Q1	$281M	Buy	5,448,302 +3,218,822	+144%	+$171M	0.45%	34
2021 Q4	$123M	Buy	2,229,480 +64,559	+3%	+$3.55M	0.2%	55
2021 Q3	$119M	Buy	2,164,921 +38,692	+2%	+$2.15M	0.22%	55
2021 Q2	$118M	Buy	2,126,229 +34,314	+2%	+$1.88M	0.22%	55
2021 Q1	$114M	Buy	2,091,915 +29,542	+1%	+$1.64M	0.24%	51
2020 Q4	$117M	Buy	2,062,373 +34,445	+2%	+$1.94M	0.27%	46
2020 Q3	$115M	Buy	+2,027,928	New	+$115M	0.31%	40

Other funds holding EAGG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's EAGG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.5% in Q1 2026, buying an estimated $3.67M and bringing the position to 2,296,552 shares worth $109M. The position accounts for 0.07% of the portfolio, ranked #148.

Northwestern Mutual Wealth Management first reported a position in EAGG in Q3 2020 and has held it in 23 quarters since. The position peaked at $453M in Q4 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Northwestern Mutual Wealth Management held 2,296,552 shares of iShares ESG Aware US Aggregate Bond ETF worth $109M as of Q1 2026.
Northwestern Mutual Wealth Management bought 76,680 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $3.67M.
iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #148 holding.
Northwestern Mutual Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
Northwestern Mutual Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $453M in Q4 2023.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.