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Sequoia Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sequoia Financial 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 		$1.11M Sell
23,314
-6,613
-22% -$313K 0.01% 897
2026
Q1 		$1.42M Sell
29,927
-411
-1% -$19.7K 0.01% 745
2025
Q4 		$1.45M Sell
30,338
-2,526
-8% -$121K 0.01% 709
2025
Q3 		$1.58M Buy
32,864
+22,662
+222% +$1.08M 0.01% 603
2025
Q2 		$485K Sell
10,202
-532
-5% -$25K ﹤0.01% 1009
2025
Q1 		$510K Buy
10,734
+2,058
+24% +$96.5K ﹤0.01% 849
2024
Q4 		$403K Sell
8,676
-955
-10% -$45.1K ﹤0.01% 891
2024
Q3 		$468K Sell
9,631
-875
-8% -$41.9K 0.01% 777
2024
Q2 		$490K Sell
10,506
-7,389
-41% -$343K 0.01% 695
2024
Q1 		$842K Buy
17,895
+25
+0.1% +$1.18K 0.01% 517
2023
Q4 		$853K Sell
17,870
-2,502
-12% -$115K 0.01% 579
2023
Q3 		$923K Buy
20,372
+369
+2% +$17.1K 0.02% 360
2023
Q2 		$944K Buy
20,003
+135
+0.7% +$6.43K 0.02% 356
2023
Q1 		$955K Buy
19,868
+2,234
+13% +$106K 0.02% 325
2022
Q4 		$824K Sell
17,634
-2,681
-13% -$125K 0.02% 333
2022
Q3 		$943K Buy
20,315
+1,039
+5% +$50.6K 0.03% 220
2022
Q2 		$943K Buy
19,276
+2,133
+12% +$106K 0.03% 240
2022
Q1 		$885K Buy
17,143
+4,225
+33% +$224K 0.02% 269
2021
Q4 		$713K Buy
+12,918
New +$711K 0.02% 270
2021
Q3 		– Sell
-7,681
Closed -$425K – 314
2021
Q2 		$425K Buy
7,681
+500
+7% +$27.5K 0.02% 308
2021
Q1 		$393K Hold
7,181
– – 0.02% 289
2020
Q4 		$406K Buy
7,181
+882
+14% +$49.7K 0.02% 279
2020
Q3 		$356K Hold
6,299
– – 0.02% 270
2020
Q2 		$356K Buy
+6,299
New +$353K 0.02% 267

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

Sequoia Financial Advisors's EAGG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 22% in Q2 2026, selling an estimated $313K and leaving 23,314 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #897.

Sequoia Financial Advisors first reported a position in EAGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q3 2025. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sequoia Financial Advisors held 23,314 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.11M as of Q2 2026.
  • Sequoia Financial Advisors sold 6,613 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $313K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #897 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.58M in Q3 2025.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.