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SHGA
Sand Hill Global Advisors’s
iShares ESG Aware US Aggregate Bond ETF
EAGG
Stock Holding History
Sand Hill Global 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
2026
Q1
$9.95M
Buy
209,264
+23,864
+13%
+$1.14M
0.33%
40
2025
Q4
$8.87M
Buy
185,400
+75,971
+69%
+$3.65M
0.31%
47
2025
Q3
$5.26M
Buy
109,429
+2,520
+2%
+$120K
0.19%
72
2025
Q2
$5.08M
Sell
106,909
-2,794
-3%
-$131K
0.19%
75
2025
Q1
$5.21M
Buy
109,703
+7,684
+8%
+$360K
0.21%
67
2024
Q4
$4.74M
Buy
102,019
+3,912
+4%
+$185K
0.2%
69
2024
Q3
$4.77M
Buy
98,107
+2
+0%
+$96
0.2%
72
2024
Q2
$4.57M
Sell
98,105
-914
-0.9%
-$42.4K
0.21%
68
2024
Q1
$4.66M
Buy
99,019
+51,462
+108%
+$2.42M
0.22%
65
2023
Q4
$2.27M
Buy
47,557
+39,497
+490%
+$1.81M
0.11%
87
2023
Q3
$365K
Buy
+8,060
New
+$374K
0.02%
123
2023
Q2
–
Sell
-14,076
Closed
-$676K
–
155
2023
Q1
$676K
Buy
14,076
+241
+2%
+$11.5K
0.04%
107
2022
Q4
$647K
Sell
13,835
-18,335
-57%
-$854K
0.04%
111
2022
Q3
$1.49M
Buy
+32,170
New
+$1.57M
0.09%
86
Other funds holding EAGG
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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