RWM
EAGG icon

RMG Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

RMG Wealth Management’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
-3,733
Closed -$94.6K – 427
2025
Q3 		$94.6K Buy
3,733
+1,119
+43% +$53.2K 0.01% 95
2025
Q2 		$65.6K Buy
+2,614
New +$123K 0.01% 114

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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RMG Wealth Management's EAGG Position: Q4 2025 in Review

RMG Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 3,733 shares — an estimated $94.6K sold.

RMG Wealth Management first reported a position in EAGG in Q2 2025 and held it in 2 quarters. The position peaked at $94.6K in Q3 2025. 448 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • RMG Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RMG Wealth Management sold 3,733 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $94.6K.
  • RMG Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and held it in 2 quarters.
  • RMG Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $94.6K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on RMG Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.