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Rossmore Private Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Rossmore Private Capital’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
-2,000
Closed -$95.1K – 359
2026
Q1 		$95.1K Hold
2,000
– – 0.01% 308
2025
Q4 		$95.7K Hold
2,000
– – 0.01% 305
2025
Q3 		$96.1K Buy
+2,000
New +$95.1K 0.01% 276

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

Rossmore Private Capital's EAGG Position: Q2 2026 in Review

Rossmore Private Capital sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 2,000 shares — an estimated $95.1K sold.

Rossmore Private Capital first reported a position in EAGG in Q3 2025 and held it in 3 quarters. The position peaked at $96.1K in Q3 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Rossmore Private Capital reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Rossmore Private Capital sold 2,000 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $95.1K.
  • Rossmore Private Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Rossmore Private Capital's iShares ESG Aware US Aggregate Bond ETF position peaked at $96.1K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.