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Stokes Family Office’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stokes Family Office’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
2020
Q3 		– Sell
-6,190
Closed -$350K – 153
2020
Q2 		$350K Buy
+6,190
New +$347K 0.09% 110

Other funds holding EAGG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Stokes Family Office's EAGG Position: Q3 2020 in Review

Stokes Family Office sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2020, closing a stake of 6,190 shares — an estimated $350K sold.

Stokes Family Office first reported a position in EAGG in Q2 2020 and held it in 1 quarter. The position peaked at $350K in Q2 2020. 119 funds tracked by Wall St. Rank hold EAGG as of Q3 2020.

  • Stokes Family Office reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Stokes Family Office sold 6,190 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2020, an estimated $350K.
  • Stokes Family Office first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Stokes Family Office's iShares ESG Aware US Aggregate Bond ETF position peaked at $350K in Q2 2020.
  • 119 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2020.

Based on Stokes Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.