Pathstone Family Office’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Pathstone Family Office’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 Q3	$212K	Buy	+4,673	New	+$217K	﹤0.01%	1484

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pathstone Family Office's EAGG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023: 4,673 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings.

326 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

Pathstone Family Office held 4,673 shares of iShares ESG Aware US Aggregate Bond ETF worth $212K as of Q3 2023.
iShares ESG Aware US Aggregate Bond ETF was a new Pathstone Family Office position in Q3 2023.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1484 holding.
326 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.