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

Pure 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
2021
Q3 		– Sell
-6,392
Closed -$354K – 199
2021
Q2 		$354K Buy
6,392
+1,090
+21% +$59.9K 0.03% 141
2021
Q1 		$290K Buy
+5,302
New +$294K 0.03% 149
2020
Q4 		– Sell
-7,197
Closed -$406K – 177
2020
Q3 		$406K Buy
7,197
+207
+3% +$11.8K 0.06% 108
2020
Q2 		$395K Buy
+6,990
New +$391K 0.06% 101

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $4.36B AUM 19.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Pure Financial Advisors's EAGG Position: Q3 2021 in Review

Pure Financial Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2021, closing a stake of 6,392 shares — an estimated $354K sold.

Pure Financial Advisors first reported a position in EAGG in Q2 2020 and held it in 4 quarters. The position peaked at $406K in Q3 2020. 196 funds tracked by Wall St. Rank hold EAGG as of Q3 2021.

  • Pure Financial Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Pure Financial Advisors sold 6,392 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2021, an estimated $354K.
  • Pure Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and held it in 4 quarters.
  • Pure Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $406K in Q3 2020.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2021.

Based on Pure Financial Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.