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

Resolute Wealth Advisor’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
2026
Q1 		$227K Buy
+4,772
New +$229K 0.13% 74
2025
Q2 		$227K Buy
+4,772
New +$224K 0.13% 74

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Resolute Wealth Advisor's EAGG Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026: 4,772 shares worth $227K. The stake represents 0.13% of the portfolio and ranks #74 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in EAGG as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in EAGG in Q2 2025 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Resolute Wealth Advisor held 4,772 shares of iShares ESG Aware US Aggregate Bond ETF worth $227K as of Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Resolute Wealth Advisor's portfolio in Q1 2026, its #74 holding.
  • Resolute Wealth Advisor first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.