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Rowland Carmichael Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Rowland Carmichael Advisors’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
2020
Q2 		– Sell
-424
Closed -$23K – 351
2020
Q1 		$23K Sell
424
-118
-22% -$6.43K 0.01% 283
2019
Q4 		$29K Buy
+542
New +$29.2K 0.01% 318

Other funds holding EAGG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Rowland Carmichael Advisors's EAGG Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2020, closing a stake of 424 shares — an estimated $23K sold.

Rowland Carmichael Advisors first reported a position in EAGG in Q4 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 87 funds tracked by Wall St. Rank hold EAGG as of Q2 2020.

  • Rowland Carmichael Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 424 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2020, an estimated $23K.
  • Rowland Carmichael Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Rowland Carmichael Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $29K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.