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

Partnership 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
2024
Q4 		– Sell
-12,200
Closed -$593K – 104
2024
Q3 		$593K Buy
+12,200
New +$584K 0.42% 41

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Partnership Wealth Management's EAGG Position: Q4 2024 in Review

Partnership Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 12,200 shares — an estimated $593K sold.

Partnership Wealth Management first reported a position in EAGG in Q3 2024 and held it in 1 quarter. The position peaked at $593K in Q3 2024. 400 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • Partnership Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 12,200 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $593K.
  • Partnership Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Partnership Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $593K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.