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Prime Capital Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Prime Capital Investment 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
2025
Q2 		– Sell
-5,151
Closed -$245K – 1002
2025
Q1 		$245K Buy
+5,151
New +$241K ﹤0.01% 908

Other funds holding EAGG

Bank of America
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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prime Capital Investment Advisors's EAGG Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 5,151 shares — an estimated $245K sold.

Prime Capital Investment Advisors first reported a position in EAGG in Q1 2025 and held it in 1 quarter. The position peaked at $245K in Q1 2025. 415 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,151 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $245K.
  • Prime Capital Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $245K in Q1 2025.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.