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ORG Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-1,090
Closed -$50.6K – 1460
2024
Q4 		$50.6K Buy
1,090
+60
+6% +$2.83K 0.01% 550
2024
Q3 		$50K Hold
1,030
– – 0.01% 515
2024
Q2 		$47.6K Buy
+1,030
New +$47.7K 0.01% 805
2024
Q1 		– Sell
-1,342
Closed -$64.1K – 679
2023
Q4 		$64.1K Buy
1,342
+202
+18% +$9.25K 0.01% 471
2023
Q3 		$51.6K Buy
1,140
+12
+1% +$557 0.02% 513
2023
Q2 		$53K Buy
+1,128
New +$53.7K 0.01% 642

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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ORG Partners's EAGG Position: Q1 2025 in Review

ORG Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2025, closing a stake of 1,090 shares — an estimated $50.6K sold.

ORG Partners first reported a position in EAGG in Q2 2023 and held it in 6 quarters. The position peaked at $64.1K in Q4 2023. 415 funds tracked by Wall St. Rank hold EAGG as of Q1 2025.

  • ORG Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 1,090 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2025, an estimated $50.6K.
  • ORG Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $64.1K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.