Topel & Distasi Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Topel & Distasi Wealth 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
2023 Q3	–	Sell	-4,893	Closed	-$231K	–	72
2023 Q2	$231K	Buy	4,893 +84	+2%	+$4K	0.12%	72
2023 Q1	$231K	Buy	+4,809	New	+$229K	0.12%	71
2022 Q1	–	Sell	-4,801	Closed	-$265K	–	73
2021 Q4	$265K	Buy	+4,801	New	+$264K	0.11%	71

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 $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Topel & Distasi Wealth Management's EAGG Position: Q3 2023 in Review

Topel & Distasi Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023, closing a stake of 4,893 shares — an estimated $231K sold.

Topel & Distasi Wealth Management first reported a position in EAGG in Q4 2021 and held it in 3 quarters. The position peaked at $265K in Q4 2021. 327 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

Topel & Distasi Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Topel & Distasi Wealth Management sold 4,893 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $231K.
Topel & Distasi Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
Topel & Distasi Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $265K in Q4 2021.
327 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on Topel & Distasi Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.