SAG
EAGG icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SageView Advisory Group's EAGG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 3.6% in Q4 2025, buying an estimated $156K and bringing the position to 93,593 shares worth $4.48M. The position accounts for 0.15% of the portfolio, ranked #84.

SageView Advisory Group first reported a position in EAGG in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.57M in Q1 2024. 449 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • SageView Advisory Group held 93,593 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.48M as of Q4 2025.
  • SageView Advisory Group bought 3,240 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $156K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.15% of SageView Advisory Group's portfolio in Q4 2025, its #84 holding.
  • SageView Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 9 quarters since.
  • SageView Advisory Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.57M in Q1 2024.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.