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Sowell Financial Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sowell Financial Services’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
2022
Q4 		– Sell
-14,311
Closed -$665K – 526
2022
Q3 		$665K Buy
+14,311
New +$697K 0.07% 281
2022
Q1 		– Sell
-18,664
Closed -$1.03M – 239
2021
Q4 		$1.03M Buy
+18,664
New +$1.03M 0.06% 327
2021
Q2 		– Sell
-982
Closed -$54K – 1109
2021
Q1 		$54K Buy
982
+103
+12% +$5.71K ﹤0.01% 1619
2020
Q4 		$50K Buy
879
+4
+0.5% +$225 ﹤0.01% 1400
2020
Q3 		$49K Buy
875
+2
+0.2% +$114 ﹤0.01% 1208
2020
Q2 		$49K Buy
873
+110
+14% +$6.16K ﹤0.01% 1164
2020
Q1 		$42K Buy
763
+3
+0.4% +$164 ﹤0.01% 1110
2019
Q4 		$41K Sell
760
-21
-3% -$1.13K ﹤0.01% 1205
2019
Q3 		$42K Buy
+781
New +$42K ﹤0.01% 1047

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Sowell Financial Services's EAGG Position: Q4 2022 in Review

Sowell Financial Services sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2022, closing a stake of 14,311 shares — an estimated $665K sold.

Sowell Financial Services first reported a position in EAGG in Q3 2019 and held it in 9 quarters. The position peaked at $1.03M in Q4 2021. 283 funds tracked by Wall St. Rank hold EAGG as of Q4 2022.

  • Sowell Financial Services reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sowell Financial Services sold 14,311 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2022, an estimated $665K.
  • Sowell Financial Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.03M in Q4 2021.
  • 283 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2022.

Based on Sowell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.