OGF
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Orin Green Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Orin Green Financial’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 		$640K Buy
13,495
+751
+6% +$35.6K 0.24% 51
2026
Q1 		$606K Buy
12,744
+2,950
+30% +$141K 0.25% 52
2025
Q4 		$469K Hold
9,794
– – 0.19% 56
2025
Q3 		$470K Hold
9,794
– – 0.19% 55
2025
Q2 		$466K Hold
9,794
– – 0.2% 57
2025
Q1 		$457K Buy
+9,794
New +$459K 0.22% 53
2024
Q4 		– Sell
-9,794
Closed -$463K – 55
2024
Q3 		$476K Hold
9,794
– – 0.21% 54
2024
Q2 		$456K Buy
+9,794
New +$454K 0.21% 53
2024
Q1 		– Sell
-9,903
Closed -$466K – 53
2023
Q4 		$473K Buy
9,903
+5,886
+147% +$270K 0.23% 50
2023
Q3 		$449K Buy
+4,017
New +$186K 0.25% 46

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

Orin Green Financial's EAGG Position: Q2 2026 in Review

Orin Green Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.9% in Q2 2026, buying an estimated $35.6K and bringing the position to 13,495 shares worth $640K. The position accounts for 0.24% of the portfolio, ranked #51.

Orin Green Financial first reported a position in EAGG in Q3 2023 and has held it in 10 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Orin Green Financial held 13,495 shares of iShares ESG Aware US Aggregate Bond ETF worth $640K as of Q2 2026.
  • Orin Green Financial bought 751 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $35.6K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.24% of Orin Green Financial's portfolio in Q2 2026, its #51 holding.
  • Orin Green Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.