SCM
EAGG icon

Stonehearth Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stonehearth Capital 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
2026
Q2 		$1.2M Buy
25,393
+1,008
+4% +$47.8K 0.41% 30
2026
Q1 		$1.16M Sell
24,385
-124
-0.5% -$5.94K 0.46% 29
2025
Q4 		$1.17M Hold
24,509
– – 0.43% 29
2025
Q3 		$1.18M Buy
24,509
+645
+3% +$30.7K 0.46% 29
2025
Q2 		$1.13M Buy
23,864
+110
+0.5% +$5.17K 0.47% 28
2025
Q1 		$1.13M Sell
23,754
-1,263
-5% -$59.2K 0.47% 29
2024
Q4 		$1.16M Buy
25,017
+781
+3% +$36.9K 0.47% 26
2024
Q3 		$1.18M Buy
24,236
+1,053
+5% +$50.4K 0.47% 28
2024
Q2 		$1.08M Buy
23,183
+942
+4% +$43.7K 0.46% 28
2024
Q1 		$1.05M Buy
22,241
+1,393
+7% +$65.5K 0.47% 28
2023
Q4 		$995K Sell
20,848
-303
-1% -$13.9K 0.49% 29
2023
Q3 		$958K Buy
21,151
+443
+2% +$20.6K 0.52% 28
2023
Q2 		$977K Sell
20,708
-190
-0.9% -$9.05K 0.51% 31
2023
Q1 		$1M Buy
20,898
+459
+2% +$21.9K 0.54% 29
2022
Q4 		$955K Sell
20,439
-1,496
-7% -$69.7K 0.54% 30
2022
Q3 		$1.02M Buy
21,935
+849
+4% +$41.4K 0.62% 27
2022
Q2 		$1.03M Buy
21,086
+786
+4% +$38.9K 0.59% 28
2022
Q1 		$1.05M Buy
20,300
+147
+0.7% +$7.79K 0.54% 28
2021
Q4 		$1.11M Sell
20,153
-2,244
-10% -$123K 0.58% 27
2021
Q3 		$1.24M Buy
22,397
+152
+0.7% +$8.46K 0.64% 26
2021
Q2 		$1.23M Hold
22,245
– – 0.61% 26
2021
Q1 		$1.22M Buy
22,245
+1,737
+8% +$96.3K 0.66% 26
2020
Q4 		$1.16M Buy
20,508
+631
+3% +$35.6K 0.65% 26
2020
Q3 		$1.12M Buy
19,877
+1,418
+8% +$80.5K 0.74% 26
2020
Q2 		$1.05M Buy
18,459
+1,022
+6% +$57.2K 0.7% 27
2020
Q1 		$966K Buy
17,437
+1,013
+6% +$55.2K 0.79% 23
2019
Q4 		$881K Buy
16,424
+2,647
+19% +$143K 0.58% 29
2019
Q3 		$747K Buy
13,777
+2,616
+23% +$141K 0.55% 25
2019
Q2 		$596K Buy
11,161
+329
+3% +$17.2K 0.44% 28
2019
Q1 		$566K Buy
+10,832
New +$556K 0.43% 28

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

Stonehearth Capital Management's EAGG Position: Q2 2026 in Review

Stonehearth Capital Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.1% in Q2 2026, buying an estimated $47.8K and bringing the position to 25,393 shares worth $1.2M. The position accounts for 0.41% of the portfolio, ranked #30.

Stonehearth Capital Management first reported a position in EAGG in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.24M in Q3 2021. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Stonehearth Capital Management held 25,393 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.2M as of Q2 2026.
  • Stonehearth Capital Management bought 1,008 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $47.8K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.41% of Stonehearth Capital Management's portfolio in Q2 2026, its #30 holding.
  • Stonehearth Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Stonehearth Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.24M in Q3 2021.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.