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Pine Haven Investment Counsel’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Pine Haven Investment Counsel’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 		$2.17M Buy
45,833
+2,845
+7% +$135K 1.46% 18
2026
Q1 		$2.04M Buy
42,988
+1,790
+4% +$85.8K 1.5% 17
2025
Q4 		$1.97M Buy
41,198
+4,050
+11% +$195K 1.4% 16
2025
Q3 		$1.78M Sell
37,148
-1,500
-4% -$71.3K 1.29% 17
2025
Q2 		$1.84M Buy
38,648
+3,685
+11% +$173K 1.44% 17
2025
Q1 		$1.66M Buy
34,963
+3,283
+10% +$154K 1.39% 17
2024
Q4 		$1.47M Buy
31,680
+3,965
+14% +$187K 1.21% 20
2024
Q3 		$1.35M Buy
27,715
+2,722
+11% +$130K 1.09% 24
2024
Q2 		$1.16M Buy
24,993
+797
+3% +$36.9K 1% 29
2024
Q1 		$1.14M Buy
24,196
+1,185
+5% +$55.8K 1% 27
2023
Q4 		$1.1M Buy
23,011
+1,645
+8% +$75.3K 1.03% 25
2023
Q3 		$968K Buy
21,366
+65
+0.3% +$3.02K 1% 27
2023
Q2 		$1M Buy
21,301
+3,645
+21% +$174K 1% 27
2023
Q1 		$849K Buy
17,656
+500
+3% +$23.8K 0.89% 31
2022
Q4 		$802K Buy
17,156
+150
+0.9% +$6.99K 0.88% 32
2022
Q3 		$790K Sell
17,006
-200
-1% -$9.74K 0.96% 29
2022
Q2 		$842K Sell
17,206
-400
-2% -$19.8K 0.99% 29
2022
Q1 		$909K Buy
17,606
+1,400
+9% +$74.2K 0.89% 34
2021
Q4 		$895K Buy
+16,206
New +$892K 0.83% 38

Other funds holding EAGG

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return