Strategic Wealth Partners Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Strategic Wealth Partners Group’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
2024 Q1	$272K	Hold	5,781	–	–	0.03%	64
2023 Q4	$276K	Sell	5,781 -1,394	-19%	-$63.8K	0.03%	61
2023 Q3	$325K	Buy	7,175 +12	+0.2%	+$557	0.05%	54
2023 Q2	$337K	Buy	7,163 +3,169	+79%	+$151K	0.05%	53
2023 Q1	$193K	Buy	+3,994	New	+$190K	0.03%	55
2022 Q4	–	Sell	-11,215	Closed	-$521K	–	51
2022 Q3	$521K	Sell	11,215 -697	-6%	-$34K	0.12%	33
2022 Q2	$583K	Buy	11,912 +2,799	+31%	+$139K	0.13%	33
2022 Q1	$471K	Buy	9,113 +4	+0%	+$212	0.09%	39
2021 Q4	$503K	Buy	+9,109	New	+$501K	0.09%	46

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners Group's EAGG Position: Q1 2024 in Review

Strategic Wealth Partners Group held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q1 2024 at 5,781 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #64.

Strategic Wealth Partners Group first reported a position in EAGG in Q4 2021 and has held it in 9 quarters since. The position peaked at $583K in Q2 2022. 362 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

Strategic Wealth Partners Group held 5,781 shares of iShares ESG Aware US Aggregate Bond ETF worth $272K as of Q1 2024.
Strategic Wealth Partners Group left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q1 2024.
iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #64 holding.
Strategic Wealth Partners Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Strategic Wealth Partners Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $583K in Q2 2022.
362 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.