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

Spartan Planning & 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	$372K	Buy	+7,785	New	+$356K	0.4%	34

Other funds holding EAGG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Spartan Planning & Wealth Management's EAGG Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2023: 7,785 shares worth $372K. The stake represents 0.4% of the portfolio and ranks #34 among its holdings.

366 funds tracked by Wall St. Rank hold EAGG as of Q4 2023.

Spartan Planning & Wealth Management held 7,785 shares of iShares ESG Aware US Aggregate Bond ETF worth $372K as of Q4 2023.
iShares ESG Aware US Aggregate Bond ETF was a new Spartan Planning & Wealth Management position in Q4 2023.
iShares ESG Aware US Aggregate Bond ETF made up 0.4% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #34 holding.
366 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.