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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
Q3 		$1.13M Sell
24,930
-463
-2% -$21.5K 0.39% 35
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Stonehearth Capital Management's EAGG Position: Q3 2026 in Review

Stonehearth Capital Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.8% in Q3 2026, selling an estimated $21.5K and leaving 24,930 shares worth $1.13M. The position accounts for 0.39% of the portfolio, ranked #35.

Stonehearth Capital Management first reported a position in EAGG in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.24M in Q3 2021. 60 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Stonehearth Capital Management held 24,930 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.13M as of Q3 2026.
  • Stonehearth Capital Management sold 463 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $21.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.39% of Stonehearth Capital Management's portfolio in Q3 2026, its #35 holding.
  • Stonehearth Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Stonehearth Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.24M in Q3 2021.
  • 60 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Stonehearth Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.