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

Rise 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
2025
Q4 		– Sell
-456
Closed -$21.9K – 497
2025
Q3 		$21.9K Buy
456
+5
+1% +$238 0.01% 528
2025
Q2 		$21.4K Buy
451
+4
+0.9% +$188 0.01% 490
2025
Q1 		$21.2K Buy
447
+3
+0.7% +$141 0.01% 468
2024
Q4 		$20.6K Sell
444
-36
-8% -$1.7K 0.01% 632
2024
Q3 		$23.3K Buy
480
+4
+0.8% +$191 0.01% 579
2024
Q2 		$22.2K Buy
476
+5
+1% +$232 0.01% 566
2024
Q1 		$22.2K Buy
471
+3
+0.6% +$141 0.01% 583
2023
Q4 		$22.4K Buy
468
+5
+1% +$229 0.02% 241
2023
Q3 		$21K Buy
463
+4
+0.9% +$186 0.02% 227
2023
Q2 		$21.6K Buy
459
+4
+0.9% +$191 0.02% 227
2023
Q1 		$21.9K Buy
455
+2
+0.4% +$95 0.02% 241
2022
Q4 		$21.2K Buy
453
+4
+0.9% +$186 0.02% 242
2022
Q3 		$21K Buy
449
+2
+0.4% +$97 0.02% 236
2022
Q2 		$22K Buy
447
+2
+0.4% +$99 0.02% 223
2022
Q1 		$23K Buy
445
+1
+0.2% +$53 0.02% 226
2021
Q4 		$24.5K Buy
+444
New +$24.4K 0.02% 223

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

Rise Advisors's EAGG Position: Q4 2025 in Review

Rise Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 456 shares — an estimated $21.9K sold.

Rise Advisors first reported a position in EAGG in Q4 2021 and held it in 16 quarters. The position peaked at $24.5K in Q4 2021. 452 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Rise Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 456 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $21.9K.
  • Rise Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $24.5K in Q4 2021.
  • 452 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.