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Stewardship Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stewardship Advisors’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
Q1 		$4.06M Sell
85,473
-4,821
-5% -$231K 0.93% 27
2025
Q4 		$4.32M Sell
90,294
-17,973
-17% -$864K 1% 25
2025
Q3 		$5.2M Buy
108,267
+4,697
+5% +$223K 1.23% 23
2025
Q2 		$4.92M Sell
103,570
-4,684
-4% -$220K 1.25% 23
2025
Q1 		$5.14M Buy
108,254
+73,998
+216% +$3.47M 1.39% 23
2024
Q4 		$1.59M Sell
34,256
-75,545
-69% -$3.57M 0.44% 37
2024
Q3 		$5.34M Buy
109,801
+6,404
+6% +$307K 1.51% 17
2024
Q2 		$4.82M Buy
103,397
+27,416
+36% +$1.27M 1.59% 21
2024
Q1 		$3.58M Buy
75,981
+1,035
+1% +$48.7K 1.22% 23
2023
Q4 		$3.58M Sell
74,946
-9,448
-11% -$433K 1.29% 23
2023
Q3 		$3.82M Buy
84,394
+33,883
+67% +$1.57M 1.49% 22
2023
Q2 		$2.38M Buy
50,511
+1,542
+3% +$73.5K 0.9% 25
2023
Q1 		$2.35M Sell
48,969
-40,819
-45% -$1.94M 0.9% 25
2022
Q4 		$4.2M Sell
89,788
-4,022
-4% -$187K 1.69% 20
2022
Q3 		$4.36M Buy
93,810
+22,767
+32% +$1.11M 1.89% 22
2022
Q2 		$3.48M Sell
71,043
-26,331
-27% -$1.3M 1.46% 23
2022
Q1 		$5.03M Sell
97,374
-40,560
-29% -$2.15M 1.85% 19
2021
Q4 		$7.61M Buy
137,934
+619
+0.5% +$34.1K 2.74% 15
2021
Q3 		$7.57M Buy
137,315
+83,960
+157% +$4.67M 2.87% 15
2021
Q2 		$2.95M Sell
53,355
-160,363
-75% -$8.81M 1.11% 28
2021
Q1 		$11.7M Sell
213,718
-34,921
-14% -$1.94M 4.6% 9
2020
Q4 		$14.1M Buy
248,639
+39,239
+19% +$2.21M 5.73% 5
2020
Q3 		$11.8M Buy
209,400
+43,183
+26% +$2.45M 5.92% 6
2020
Q2 		$9.4M Sell
166,217
-5,135
-3% -$288K 5.21% 6
2020
Q1 		$9.49M Sell
171,352
-5,479
-3% -$299K 6.17% 5
2019
Q4 		$9.48M Buy
+176,831
New +$9.52M 5.96% 4

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stewardship Advisors's EAGG Position: Q1 2026 in Review

Stewardship Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.3% in Q1 2026, selling an estimated $231K and leaving 85,473 shares worth $4.06M. The position accounts for 0.93% of the portfolio, ranked #27.

Stewardship Advisors first reported a position in EAGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.1M in Q4 2020. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Stewardship Advisors held 85,473 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.06M as of Q1 2026.
  • Stewardship Advisors sold 4,821 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $231K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.93% of Stewardship Advisors's portfolio in Q1 2026, its #27 holding.
  • Stewardship Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Stewardship Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $14.1M in Q4 2020.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Stewardship Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.