Sumitomo Mitsui Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sumitomo Mitsui Financial 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
2026 Q2	$104K	Hold	2,196	–	–	﹤0.01%	176
2026 Q1	$104K	Hold	2,196	–	–	﹤0.01%	156
2025 Q4	$105K	Hold	2,196	–	–	﹤0.01%	142
2025 Q3	$105K	Hold	2,196	–	–	﹤0.01%	130
2025 Q2	$104K	Hold	2,196	–	–	﹤0.01%	156
2025 Q1	$104K	Hold	2,196	–	–	﹤0.01%	135
2024 Q4	$102K	Hold	2,196	–	–	﹤0.01%	125
2024 Q3	$107K	Hold	2,196	–	–	﹤0.01%	135
2024 Q2	$102K	Hold	2,196	–	–	﹤0.01%	138
2024 Q1	$103K	Hold	2,196	–	–	﹤0.01%	141
2023 Q4	$105K	Hold	2,196	–	–	﹤0.01%	130
2023 Q3	$99.5K	Hold	2,196	–	–	﹤0.01%	129
2023 Q2	$104K	Hold	2,196	–	–	﹤0.01%	135
2023 Q1	$106K	Hold	2,196	–	–	﹤0.01%	137
2022 Q4	$103K	Hold	2,196	–	–	﹤0.01%	144
2022 Q3	$102K	Sell	2,196 -2,190	-50%	-$107K	﹤0.01%	162
2022 Q2	$215K	Sell	4,386 -2,712	-38%	-$134K	0.01%	165
2022 Q1	$367K	Sell	7,098 -2,475	-26%	-$131K	0.01%	147
2021 Q4	$528K	Buy	9,573 +1,657	+21%	+$91.2K	0.02%	135
2021 Q3	$436K	Buy	+7,916	New	+$440K	0.01%	140

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sumitomo Mitsui Financial Group's EAGG Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 2,196 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Sumitomo Mitsui Financial Group first reported a position in EAGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $528K in Q4 2021. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Sumitomo Mitsui Financial Group held 2,196 shares of iShares ESG Aware US Aggregate Bond ETF worth $104K as of Q2 2026.
Sumitomo Mitsui Financial Group left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #176 holding.
Sumitomo Mitsui Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
Sumitomo Mitsui Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $528K in Q4 2021.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.