SageView Advisory Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

SageView Advisory Group’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	$4.44M	Sell	93,618 -1,172	-1%	-$55.5K	0.15%	92
2026 Q1	$4.51M	Buy	94,790 +1,197	+1%	+$57.4K	0.16%	75
2025 Q4	$4.48M	Buy	93,593 +3,240	+4%	+$156K	0.15%	84
2025 Q3	$4.34M	Buy	90,353 +5,978	+7%	+$284K	0.15%	89
2025 Q2	$3.98M	Buy	84,375 +9,461	+13%	+$444K	0.15%	80
2025 Q1	$3.56M	Buy	74,914 +52,196	+230%	+$2.45M	0.15%	78
2024 Q4	$1.06M	Buy	22,718 +2,171	+11%	+$103K	0.05%	215
2024 Q3	$998K	Buy	+20,547	New	+$984K	0.05%	197
2024 Q2	–	Sell	-69,726	Closed	-$3.23M	–	216
2024 Q1	$5.57M	Buy	+69,726	New	+$3.28M	0.28%	47
2023 Q4	–	Sell	-15,751	Closed	-$721K	–	194
2023 Q3	$714K	Buy	15,751 +9,708	+161%	+$450K	0.04%	264
2023 Q2	$285K	Buy	+6,043	New	+$288K	0.02%	457

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SageView Advisory Group's EAGG Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.2% in Q2 2026, selling an estimated $55.5K and leaving 93,618 shares worth $4.44M. The position accounts for 0.15% of the portfolio, ranked #92.

SageView Advisory Group first reported a position in EAGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.57M in Q1 2024. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

SageView Advisory Group held 93,618 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.44M as of Q2 2026.
SageView Advisory Group sold 1,172 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $55.5K.
iShares ESG Aware US Aggregate Bond ETF made up 0.15% of SageView Advisory Group's portfolio in Q2 2026, its #92 holding.
SageView Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.57M in Q1 2024.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.