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Root Financial Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Root Financial Partners’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
2026
Q1 		$8.81K Sell
185
-2,721
-94% -$130K ﹤0.01% 1734
2025
Q4 		$139K Hold
2,906
– – 0.01% 363
2025
Q3 		$140K Buy
+2,906
New +$138K 0.01% 344

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Root Financial Partners's EAGG Position: Q1 2026 in Review

Root Financial Partners reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 94% in Q1 2026, selling an estimated $130K and leaving 185 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Root Financial Partners first reported a position in EAGG in Q3 2025 and has held it in 3 quarters since. The position peaked at $140K in Q3 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Root Financial Partners held 185 shares of iShares ESG Aware US Aggregate Bond ETF worth $8.81K as of Q1 2026.
  • Root Financial Partners sold 2,721 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $130K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1734 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $140K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.