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Provident Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-103
Closed -$5K – 126
2024
Q3 		$5K Hold
103
– – ﹤0.01% 113
2024
Q2 		$4.8K Hold
103
– – ﹤0.01% 106
2024
Q1 		$4.85K Hold
103
– – ﹤0.01% 100
2023
Q4 		$4.92K Hold
103
– – ﹤0.01% 81
2023
Q3 		$4.67K Hold
103
– – ﹤0.01% 79
2023
Q2 		$4.86K Hold
103
– – ﹤0.01% 83
2023
Q1 		$4.95K Hold
103
– – ﹤0.01% 87
2022
Q4 		$4.81K Buy
+103
New +$4.8K ﹤0.01% 82

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return