RWB
EAGG icon

RMR Wealth Builders’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-15
Closed -$1K – 315
2021
Q1 		$1K Buy
+15
New +$831 ﹤0.01% 757

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RMR Wealth Builders's EAGG Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in EAGG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 169 funds tracked by Wall St. Rank hold EAGG as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 15 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2021, an estimated $1K.
  • RMR Wealth Builders first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares ESG Aware US Aggregate Bond ETF position peaked at $1K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.