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

SoFi Wealth’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 		$2.36M Buy
49,790
+4,604
+10% +$218K 0.1% 30
2026
Q1 		$2.15M Buy
45,186
+10,553
+30% +$506K 0.1% 30
2025
Q4 		$1.66M Buy
34,633
+8,683
+33% +$417K 0.08% 30
2025
Q3 		$1.25M Buy
25,950
+6,274
+32% +$298K 0.07% 33
2025
Q2 		$935K Buy
19,676
+7,979
+68% +$375K 0.06% 31
2025
Q1 		$555K Buy
11,697
+10,297
+736% +$483K 0.04% 26
2024
Q4 		$65K Buy
+1,400
New +$66.1K ﹤0.01% 36

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

SoFi Wealth's EAGG Position: Q2 2026 in Review

SoFi Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 10% in Q2 2026, buying an estimated $218K and bringing the position to 49,790 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #30.

SoFi Wealth first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • SoFi Wealth held 49,790 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.36M as of Q2 2026.
  • SoFi Wealth bought 4,604 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $218K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of SoFi Wealth's portfolio in Q2 2026, its #30 holding.
  • SoFi Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.