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EAGG icon

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

REDW Wealth’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
-4,855
Closed -$236K – 117
2024
Q3 		$236K Buy
+4,855
New +$232K 0.06% 148
2023
Q2 		– Sell
-12,740
Closed -$612K – 145
2023
Q1 		$612K Buy
12,740
+2,002
+19% +$95.4K 0.19% 70
2022
Q4 		$502K Buy
10,738
+474
+5% +$22.1K 0.17% 69
2022
Q3 		$477K Buy
10,264
+2
+0% +$97 0.18% 69
2022
Q2 		$502K Buy
10,262
+204
+2% +$10.1K 0.18% 64
2022
Q1 		$519K Buy
10,058
+1,381
+16% +$73.2K 0.15% 64
2021
Q4 		$479K Buy
8,677
+1,700
+24% +$93.5K 0.14% 67
2021
Q3 		$385K Hold
6,977
– – 0.12% 71
2021
Q2 		$386K Sell
6,977
-60
-0.9% -$3.29K 0.12% 74
2021
Q1 		$385K Buy
7,037
+2,233
+46% +$124K 0.13% 73
2020
Q4 		$272K Buy
4,804
+100
+2% +$5.64K 0.1% 76
2020
Q3 		$266K Buy
4,704
+395
+9% +$22.4K 0.11% 72
2020
Q2 		$244K Buy
4,309
+133
+3% +$7.45K 0.12% 73
2020
Q1 		$231K Buy
+4,176
New +$228K 0.15% 62

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

REDW Wealth's EAGG Position: Q4 2024 in Review

REDW Wealth sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 4,855 shares — an estimated $236K sold.

REDW Wealth first reported a position in EAGG in Q1 2020 and held it in 14 quarters. The position peaked at $612K in Q1 2023. 401 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • REDW Wealth reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 4,855 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $236K.
  • REDW Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and held it in 14 quarters.
  • REDW Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $612K in Q1 2023.
  • 401 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.