SHJ
EAGG icon

Sharkey, Howes & Javer’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sharkey, Howes & Javer’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 		$4.78M Buy
100,768
+21,509
+27% +$1.02M 0.58% 31
2026
Q1 		$3.77M Buy
79,259
+9,020
+13% +$432K 0.51% 34
2025
Q4 		$3.36M Sell
70,239
-2,274
-3% -$109K 0.43% 40
2025
Q3 		$3.48M Sell
72,513
-638
-0.9% -$30.3K 0.45% 41
2025
Q2 		$3.48M Buy
73,151
+7,317
+11% +$344K 0.47% 44
2025
Q1 		$3.13M Buy
65,834
+17,726
+37% +$831K 0.45% 49
2024
Q4 		$2.23M Buy
48,108
+4,004
+9% +$189K 0.31% 59
2024
Q3 		$2.14M Sell
44,104
-912
-2% -$43.7K 0.31% 56
2024
Q2 		$2.1M Sell
45,016
-11,428
-20% -$530K 0.34% 46
2024
Q1 		$2.66M Buy
56,444
+2,402
+4% +$113K 0.43% 42
2023
Q4 		$2.58M Sell
54,042
-1,476
-3% -$67.6K 0.46% 34
2023
Q3 		$2.51M Buy
55,518
+11,512
+26% +$534K 0.48% 38
2023
Q2 		$2.08M Buy
44,006
+472
+1% +$22.5K 0.39% 37
2023
Q1 		$2.09M Buy
+43,534
New +$2.07M 0.45% 34

Other funds holding EAGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Sharkey, Howes & Javer's EAGG Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 27% in Q2 2026, buying an estimated $1.02M and bringing the position to 100,768 shares worth $4.78M. The position accounts for 0.58% of the portfolio, ranked #31.

Sharkey, Howes & Javer first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Sharkey, Howes & Javer held 100,768 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.78M as of Q2 2026.
  • Sharkey, Howes & Javer bought 21,509 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.02M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.58% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #31 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.