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

Orgel 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
2023
Q4 		– Sell
-14,743
Closed -$668K – 85
2023
Q3 		$668K Sell
14,743
-1,222
-8% -$56.7K 0.02% 47
2023
Q2 		$753K Sell
15,965
-79
-0.5% -$3.76K 0.02% 47
2023
Q1 		$771K Sell
16,044
-138
-0.9% -$6.57K 0.03% 46
2022
Q4 		$756K Buy
+16,182
New +$754K 0.03% 47

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Orgel Wealth Management's EAGG Position: Q4 2023 in Review

Orgel Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2023, closing a stake of 14,743 shares — an estimated $668K sold.

Orgel Wealth Management first reported a position in EAGG in Q4 2022 and held it in 4 quarters. The position peaked at $771K in Q1 2023. 366 funds tracked by Wall St. Rank hold EAGG as of Q4 2023.

  • Orgel Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Orgel Wealth Management sold 14,743 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2023, an estimated $668K.
  • Orgel Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Orgel Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $771K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2023.

Based on Orgel Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.