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Two West Capital Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Two West Capital 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
2026
Q2 		$366K Buy
+7,798
New +$370K 0.18% 75
2025
Q4 		– Sell
-4,370
Closed -$212K – 98
2025
Q3 		$212K Sell
4,370
-106
-2% -$5.04K 0.13% 93
2025
Q2 		$211K Buy
+4,476
New +$210K 0.14% 88

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Two West Capital Advisors's EAGG Position: Q2 2026 in Review

Two West Capital Advisors opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 7,798 shares worth $366K. The stake represents 0.18% of the portfolio and ranks #75 among its holdings. This is a return to the name: Two West Capital Advisors previously reported a position in EAGG as recently as Q3 2025.

Two West Capital Advisors first reported a position in EAGG in Q2 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Two West Capital Advisors held 7,798 shares of iShares ESG Aware US Aggregate Bond ETF worth $366K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Two West Capital Advisors position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.18% of Two West Capital Advisors's portfolio in Q2 2026, its #75 holding.
  • Two West Capital Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.