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Tiedemann Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$787K Sell
17,377
-1,928
-10% -$89.4K 0.03% 138
2023
Q2 		$911K Buy
+19,305
New +$920K 0.04% 121
2023
Q1 		– Sell
-4,637
Closed -$217K – 253
2022
Q4 		$217K Buy
+4,637
New +$216K 0.01% 221

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Tiedemann Advisors's EAGG Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 10% in Q3 2023, selling an estimated $89.4K and leaving 17,377 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #138.

Tiedemann Advisors first reported a position in EAGG in Q4 2022 and has held it in 3 quarters since. The position peaked at $911K in Q2 2023. 326 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

  • Tiedemann Advisors held 17,377 shares of iShares ESG Aware US Aggregate Bond ETF worth $787K as of Q3 2023.
  • Tiedemann Advisors sold 1,928 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $89.4K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #138 holding.
  • Tiedemann Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Tiedemann Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $911K in Q2 2023.
  • 326 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.