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Ritter Daniher Financial Advisory’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ritter Daniher Financial Advisory’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
2023
Q3 		– Sell
-8
Closed -$378 – 359
2023
Q2 		$378 Buy
+8
New +$381 ﹤0.01% 317

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ritter Daniher Financial Advisory's EAGG Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023, closing a stake of 8 shares — an estimated $378 sold.

Ritter Daniher Financial Advisory first reported a position in EAGG in Q2 2023 and held it in 1 quarter. The position peaked at $378 in Q2 2023. 326 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

  • Ritter Daniher Financial Advisory reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 8 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $378.
  • Ritter Daniher Financial Advisory first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's iShares ESG Aware US Aggregate Bond ETF position peaked at $378 in Q2 2023.
  • 326 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.