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Sax Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sax Wealth 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
Q2 		$669K Buy
+14,076
New +$667K 0.03% 281

Other funds holding EAGG

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Sax Wealth Advisors's EAGG Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 14,076 shares worth $669K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings.

109 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sax Wealth Advisors held 14,076 shares of iShares ESG Aware US Aggregate Bond ETF worth $669K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • 109 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.