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RWA Wealth Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

RWA Wealth 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 		$19M Buy
399,763
+8,777
+2% +$416K 0.18% 78
2026
Q1 		$18.6M Buy
390,986
+15,140
+4% +$726K 0.2% 71
2025
Q4 		$18M Sell
375,846
-3,757
-1% -$181K 0.2% 73
2025
Q3 		$18.2M Buy
379,603
+11,132
+3% +$529K 0.21% 71
2025
Q2 		$17.5M Buy
+368,471
New +$17.3M 0.22% 72
2022
Q4 		– Sell
-8,771
Closed -$407K – 261
2022
Q3 		$407K Buy
+8,771
New +$427K 0.03% 174

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

RWA Wealth Partners's EAGG Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.2% in Q2 2026, buying an estimated $416K and bringing the position to 399,763 shares worth $19M. The position accounts for 0.18% of the portfolio, ranked #78.

RWA Wealth Partners first reported a position in EAGG in Q3 2022 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • RWA Wealth Partners held 399,763 shares of iShares ESG Aware US Aggregate Bond ETF worth $19M as of Q2 2026.
  • RWA Wealth Partners bought 8,777 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $416K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.18% of RWA Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • RWA Wealth Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 6 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.