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Sheets Smith Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-2,000
Closed -$90.6K – 375
2023
Q3 		$90.6K Buy
+2,000
New +$92.8K 0.01% 358

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Sheets Smith Wealth Management's EAGG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2023, closing a stake of 2,000 shares — an estimated $90.6K sold.

Sheets Smith Wealth Management first reported a position in EAGG in Q3 2023 and held it in 1 quarter. The position peaked at $90.6K in Q3 2023. 366 funds tracked by Wall St. Rank hold EAGG as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,000 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2023, an estimated $90.6K.
  • Sheets Smith Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $90.6K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.