Stephens Consulting’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-2,742	Closed	-$130K	–	617
2025 Q2	$130K	Hold	2,742	–	–	0.03%	127
2025 Q1	$130K	Hold	2,742	–	–	0.03%	120
2024 Q4	$127K	Sell	2,742 -21	-0.8%	-$992	0.03%	125
2024 Q3	$134K	Hold	2,763	–	–	0.03%	121
2024 Q2	$129K	Sell	2,763 -329	-11%	-$15.3K	0.04%	113
2024 Q1	$146K	Sell	3,092 -443	-13%	-$20.8K	0.04%	101
2023 Q4	$169K	Sell	3,535 -45	-1%	-$2.06K	0.06%	86
2023 Q3	$162K	Sell	3,580 -5,783	-62%	-$268K	0.07%	84
2023 Q2	$442K	Buy	9,363 +293	+3%	+$14K	0.18%	47
2023 Q1	$436K	Hold	9,070	–	–	0.26%	46
2022 Q4	$424K	Buy	9,070 +6,775	+295%	+$316K	0.28%	46
2022 Q3	$107K	Hold	2,295	–	–	0.1%	98
2022 Q2	$112K	Buy	+2,295	New	+$114K	0.09%	90

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Stephens Consulting's EAGG Position: Q3 2025 in Review

Stephens Consulting sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2025, closing a stake of 2,742 shares — an estimated $130K sold.

Stephens Consulting first reported a position in EAGG in Q2 2022 and held it in 13 quarters. The position peaked at $442K in Q2 2023. 420 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

Stephens Consulting reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 2,742 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2025, an estimated $130K.
Stephens Consulting first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 13 quarters.
Stephens Consulting's iShares ESG Aware US Aggregate Bond ETF position peaked at $442K in Q2 2023.
420 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.