NWAM LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

NWAM LLC’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	$767K	Buy	+16,173	New	+$766K	0.04%	372

Other funds holding EAGG

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

NWAM LLC's EAGG Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 16,173 shares worth $767K. The stake represents 0.04% of the portfolio and ranks #372 among its holdings.

132 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

NWAM LLC held 16,173 shares of iShares ESG Aware US Aggregate Bond ETF worth $767K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new NWAM LLC position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #372 holding.
132 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.