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PFG Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

PFG Investments’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
Q2 		– Sell
-20,261
Closed -$953K – 978
2024
Q1 		$953K Buy
+20,261
New +$953K 0.06% 340

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG Investments's EAGG Position: Q2 2024 in Review

PFG Investments sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 20,261 shares — an estimated $953K sold.

PFG Investments first reported a position in EAGG in Q1 2024 and held it in 1 quarter. The position peaked at $953K in Q1 2024. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • PFG Investments reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 20,261 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $953K.
  • PFG Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $953K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.