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Plante Moran Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Plante Moran Financial Advisors’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
2022
Q4 		– Sell
-962
Closed -$45K – 890
2022
Q3 		$45K Buy
+962
New +$46.9K 0.01% 326

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Plante Moran Financial Advisors's EAGG Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2022, closing a stake of 962 shares — an estimated $45K sold.

Plante Moran Financial Advisors first reported a position in EAGG in Q3 2022 and held it in 1 quarter. The position peaked at $45K in Q3 2022. 283 funds tracked by Wall St. Rank hold EAGG as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 962 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2022, an estimated $45K.
  • Plante Moran Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $45K in Q3 2022.
  • 283 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.