Stifel Financial
EAGG icon

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

Stifel Financial’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 		$2.91M Sell
61,344
-1,754
-3% -$83.1K ﹤0.01% 1787
2026
Q1 		$3M Buy
63,098
+3,559
+6% +$171K ﹤0.01% 1672
2025
Q4 		$2.85M Buy
59,539
+3,153
+6% +$152K ﹤0.01% 1691
2025
Q3 		$2.71M Buy
56,386
+1,464
+3% +$69.6K ﹤0.01% 1689
2025
Q2 		$2.61M Buy
54,922
+1,252
+2% +$58.8K ﹤0.01% 1651
2025
Q1 		$2.55M Buy
53,670
+3,743
+7% +$175K ﹤0.01% 1593
2024
Q4 		$2.32M Sell
49,927
-847
-2% -$40K ﹤0.01% 1667
2024
Q3 		$2.47M Buy
50,774
+20,506
+68% +$982K ﹤0.01% 1641
2024
Q2 		$1.41M Buy
30,268
+4,689
+18% +$217K ﹤0.01% 1960
2024
Q1 		$1.2M Buy
25,579
+4,857
+23% +$229K ﹤0.01% 2069
2023
Q4 		$989K Buy
20,722
+3,204
+18% +$147K ﹤0.01% 2154
2023
Q3 		$794K Sell
17,518
-435
-2% -$20.2K ﹤0.01% 2205
2023
Q2 		$847K Buy
17,953
+1,110
+7% +$52.9K ﹤0.01% 2183
2023
Q1 		$809K Sell
16,843
-5,327
-24% -$254K ﹤0.01% 2200
2022
Q4 		$1.04M Buy
22,170
+4,392
+25% +$205K ﹤0.01% 1979
2022
Q3 		$826K Buy
17,778
+224
+1% +$10.9K ﹤0.01% 2109
2022
Q2 		$859K Sell
17,554
-1,189
-6% -$58.9K ﹤0.01% 2114
2022
Q1 		$967K Sell
18,743
-3,779
-17% -$200K ﹤0.01% 2139
2021
Q4 		$1.24M Buy
22,522
+2,578
+13% +$142K ﹤0.01% 1955
2021
Q3 		$1.1M Buy
19,944
+2,514
+14% +$140K ﹤0.01% 2016
2021
Q2 		$964K Buy
17,430
+2,118
+14% +$116K ﹤0.01% 2131
2021
Q1 		$838K Buy
15,312
+2,984
+24% +$165K ﹤0.01% 2111
2020
Q4 		$697K Buy
12,328
+1,412
+13% +$79.6K ﹤0.01% 2108
2020
Q3 		$616K Buy
10,916
+1,402
+15% +$79.6K ﹤0.01% 1956
2020
Q2 		$538K Buy
9,514
+1,293
+16% +$72.4K ﹤0.01% 1992
2020
Q1 		$455K Buy
+8,221
New +$448K ﹤0.01% 1922

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

Stifel Financial's EAGG Position: Q2 2026 in Review

Stifel Financial reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.8% in Q2 2026, selling an estimated $83.1K and leaving 61,344 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Stifel Financial first reported a position in EAGG in Q1 2020 and has held it in 26 quarters since. The position peaked at $3M in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Stifel Financial held 61,344 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.91M as of Q2 2026.
  • Stifel Financial sold 1,754 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $83.1K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1787 holding.
  • Stifel Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $3M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.