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

Pacifica 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
2024 Q4	–	Sell	-124	Closed	-$6.03K	–	488
2024 Q3	$6.03K	Hold	124	–	–	﹤0.01%	382
2024 Q2	$5.78K	Hold	124	–	–	﹤0.01%	396
2024 Q1	$5.82K	Hold	124	–	–	﹤0.01%	400
2023 Q4	$5.79K	Hold	124	–	–	﹤0.01%	416
2023 Q3	$5.56K	Hold	124	–	–	﹤0.01%	406
2023 Q2	$5.8K	Hold	124	–	–	﹤0.01%	355
2023 Q1	$5.98K	Hold	124	–	–	﹤0.01%	367
2022 Q4	$5.82K	Hold	124	–	–	﹤0.01%	335
2022 Q3	$6K	Hold	124	–	–	﹤0.01%	344
2022 Q2	$6K	Hold	124	–	–	﹤0.01%	349
2022 Q1	$7K	Hold	124	–	–	﹤0.01%	339
2021 Q4	$7K	Hold	124	–	–	﹤0.01%	338
2021 Q3	$7K	Hold	124	–	–	0.01%	327
2021 Q2	$7K	Hold	124	–	–	0.01%	319
2021 Q1	$7K	Hold	124	–	–	0.01%	295
2020 Q4	$7K	Hold	124	–	–	0.01%	279
2020 Q3	$7K	Hold	124	–	–	0.01%	250
2020 Q2	$7K	Hold	124	–	–	0.01%	264
2020 Q1	$7K	Hold	124	–	–	0.01%	262
2019 Q4	$7K	Buy	+124	New	+$6.68K	0.01%	267

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pacifica Partners's EAGG Position: Q4 2024 in Review

Pacifica Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 124 shares — an estimated $6.03K sold.

Pacifica Partners first reported a position in EAGG in Q4 2019 and held it in 20 quarters. The position peaked at $7K in Q1 2022. 401 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

Pacifica Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Pacifica Partners sold 124 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $6.03K.
Pacifica Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and held it in 20 quarters.
Pacifica Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $7K in Q1 2022.
401 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Pacifica Partners's 13F filing for Q4 2024, filed 14 Jan 2025.