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

Regal Wealth Group’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 Q2	–	Sell	-299	Closed	-$16K	–	106
2021 Q1	$16K	Hold	299	–	–	0.01%	153
2020 Q4	$17K	Hold	299	–	–	0.01%	139
2020 Q3	$17K	Hold	299	–	–	0.01%	130
2020 Q2	$17K	Hold	299	–	–	0.01%	126
2020 Q1	$17K	Hold	299	–	–	0.02%	109
2019 Q4	$16K	Hold	299	–	–	0.01%	133
2019 Q3	$16K	Buy	+299	New	+$16.1K	0.01%	112

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Regal Wealth Group's EAGG Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2021, closing a stake of 299 shares — an estimated $16K sold.

Regal Wealth Group first reported a position in EAGG in Q3 2019 and held it in 7 quarters. The position peaked at $17K in Q4 2020. 169 funds tracked by Wall St. Rank hold EAGG as of Q2 2021.

Regal Wealth Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 299 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2021, an estimated $16K.
Regal Wealth Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2019 and held it in 7 quarters.
Regal Wealth Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $17K in Q4 2020.
169 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.