Root Financial Partners
EAGG icon

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
Q3 		$6.88K Buy
+152
New +$7.07K ﹤0.01% 2091
2026
Q2 		– Sell
-185
Closed -$8.82K – 1181
2026
Q1 		$8.82K 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

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Root Financial Partners's EAGG Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2026: 152 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #2091 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EAGG as recently as Q1 2026.

Root Financial Partners first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $140K in Q3 2025. 457 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Root Financial Partners held 152 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.88K as of Q3 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Root Financial Partners position in Q3 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2091 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $140K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.