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One Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

One Wealth 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 		$7.69M Buy
162,221
+24,624
+18% +$1.17M 0.85% 31
2026
Q1 		$6.54M Buy
137,597
+18,072
+15% +$866K 0.81% 37
2025
Q4 		$5.72M Sell
119,525
-6,295
-5% -$303K 0.7% 37
2025
Q3 		$6.04M Buy
125,820
+4,056
+3% +$193K 0.76% 36
2025
Q2 		$5.79M Buy
121,764
+2,114
+2% +$99.3K 0.81% 31
2025
Q1 		$5.68M Buy
119,650
+13,022
+12% +$610K 0.85% 28
2024
Q4 		$4.95M Sell
106,628
-4,641
-4% -$219K 0.73% 32
2024
Q3 		$5.41M Buy
+111,269
New +$5.33M 0.83% 32
2024
Q2 		– Sell
-118,467
Closed -$5.58M – 238
2024
Q1 		$5.58M Buy
118,467
+605
+0.5% +$28.5K 0.97% 28
2023
Q4 		$5.63M Sell
117,862
-81,717
-41% -$3.74M 1.08% 23
2023
Q3 		$9.04M Buy
199,579
+103,734
+108% +$4.81M 2.01% 13
2023
Q2 		$4.52M Sell
95,845
-20,864
-18% -$994K 0.95% 25
2023
Q1 		$5.61M Buy
116,709
+77,202
+195% +$3.68M 1.3% 22
2022
Q4 		$1.85M Buy
39,507
+5,194
+15% +$242K 0.42% 42
2022
Q3 		$1.59M Sell
34,313
-96,030
-74% -$4.68M 0.52% 35
2022
Q2 		$6.38M Buy
130,343
+96,888
+290% +$4.8M 1.71% 14
2022
Q1 		$1.73M Buy
33,455
+4,061
+14% +$215K 0.42% 42
2021
Q4 		$1.62M Buy
29,394
+16,973
+137% +$934K 0.41% 42
2021
Q3 		$685K Buy
+12,421
New +$691K 0.2% 65

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

One Wealth Advisors's EAGG Position: Q2 2026 in Review

One Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 18% in Q2 2026, buying an estimated $1.17M and bringing the position to 162,221 shares worth $7.69M. The position accounts for 0.85% of the portfolio, ranked #31.

One Wealth Advisors first reported a position in EAGG in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.04M in Q3 2023. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • One Wealth Advisors held 162,221 shares of iShares ESG Aware US Aggregate Bond ETF worth $7.69M as of Q2 2026.
  • One Wealth Advisors bought 24,624 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.17M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.85% of One Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • One Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • One Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $9.04M in Q3 2023.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.