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

Smith & Howard 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
2026 Q2	$381K	Hold	8,041	–	–	0.08%	61
2026 Q1	$382K	Hold	8,041	–	–	0.08%	55
2025 Q4	$385K	Hold	8,041	–	–	0.09%	57
2025 Q3	$386K	Hold	8,041	–	–	0.09%	55
2025 Q2	$382K	Sell	8,041 -3,539	-31%	-$166K	0.1%	53
2025 Q1	$550K	Hold	11,580	–	–	0.15%	43
2024 Q4	$538K	Hold	11,580	–	–	0.15%	47
2024 Q3	$563K	Hold	11,580	–	–	0.16%	48
2024 Q2	$540K	Hold	11,580	–	–	0.16%	50
2024 Q1	$545K	Hold	11,580	–	–	0.17%	46
2023 Q4	$553K	Buy	11,580 +4,543	+65%	+$208K	0.2%	41
2023 Q3	$319K	Sell	7,037 -2,327	-25%	-$108K	0.11%	57
2023 Q2	$442K	Buy	9,364 +180	+2%	+$8.58K	0.16%	45
2023 Q1	$441K	Buy	9,184 +1,359	+17%	+$64.7K	0.15%	45
2022 Q4	$366K	Buy	+7,825	New	+$365K	0.14%	48

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Smith & Howard Wealth Management's EAGG Position: Q2 2026 in Review

Smith & Howard Wealth Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 8,041 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #61.

Smith & Howard Wealth Management first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $563K in Q3 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Smith & Howard Wealth Management held 8,041 shares of iShares ESG Aware US Aggregate Bond ETF worth $381K as of Q2 2026.
Smith & Howard Wealth Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.08% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #61 holding.
Smith & Howard Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Smith & Howard Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $563K in Q3 2024.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.