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Richards, Merrill & Peterson’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-644
Closed -$30.6K – 278
2025
Q1 		$30.6K Hold
644
– – 0.02% 301
2024
Q4 		$29.9K Buy
+644
New +$30.4K 0.02% 295

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 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Richards, Merrill & Peterson's EAGG Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 644 shares — an estimated $30.6K sold.

Richards, Merrill & Peterson first reported a position in EAGG in Q4 2024 and held it in 2 quarters. The position peaked at $30.6K in Q1 2025. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 644 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $30.6K.
  • Richards, Merrill & Peterson first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares ESG Aware US Aggregate Bond ETF position peaked at $30.6K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.