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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
Q2 		– Sell
-185
Closed -$8.81K – 1181
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 $1.55T 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 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Root Financial Partners's EAGG Position: Q2 2026 in Review

Root Financial Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 185 shares — an estimated $8.81K sold.

Root Financial Partners first reported a position in EAGG in Q3 2025 and held it in 3 quarters. The position peaked at $140K in Q3 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Root Financial Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 185 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $8.81K.
  • Root Financial Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $140K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.