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

One Wealth Capital 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	$678K	Buy	14,299 +8,736	+157%	+$414K	0.19%	78
2026 Q1	$265K	Buy	+5,563	New	+$267K	0.12%	92
2025 Q4	–	Sell	-7,958	Closed	-$382K	–	137
2025 Q3	$382K	Sell	7,958 -2,152	-21%	-$102K	0.17%	71
2025 Q2	$481K	Buy	10,110 +357	+4%	+$16.8K	0.23%	58
2025 Q1	$463K	Buy	9,753 +4,573	+88%	+$214K	0.25%	57
2024 Q4	$241K	Buy	+5,180	New	+$245K	0.12%	90

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

One Wealth Capital Management's EAGG Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 157% in Q2 2026, buying an estimated $414K and bringing the position to 14,299 shares worth $678K. The position accounts for 0.19% of the portfolio, ranked #78.

One Wealth Capital Management first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

One Wealth Capital Management held 14,299 shares of iShares ESG Aware US Aggregate Bond ETF worth $678K as of Q2 2026.
One Wealth Capital Management bought 8,736 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $414K.
iShares ESG Aware US Aggregate Bond ETF made up 0.19% of One Wealth Capital Management's portfolio in Q2 2026, its #78 holding.
One Wealth Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.