United Capital Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Buy |
68,635
+2,358
| +4% | +$112K | 0.03% | 344 |
|
|
2025
Q1 | $3.15M | Buy |
66,277
+17,778
| +37% | +$844K | 0.03% | 345 |
|
|
2024
Q4 | $2.25M | Buy |
48,499
+3,769
| +8% | +$175K | 0.02% | 397 |
|
|
2024
Q3 | $2.17M | Sell |
44,730
-1,097
| -2% | -$53.3K | 0.02% | 400 |
|
|
2024
Q2 | $2.14M | Buy |
45,827
+5,953
| +15% | +$277K | 0.02% | 385 |
|
|
2024
Q1 | $1.88M | Sell |
39,874
-5,779
| -13% | -$272K | 0.02% | 441 |
|
|
2023
Q4 | $2.18M | Buy |
+45,653
| New | +$2.18M | 0.02% | 405 |
|
|
2022
Q3 | – | Sell |
-4,369
| Closed | -$214K | – | 1099 |
|
|
2022
Q2 | $214K | Buy |
+4,369
| New | +$214K | ﹤0.01% | 1038 |
|
|
2019
Q3 | – | Sell |
-10,457
| Closed | -$558K | – | 1345 |
|
|
2019
Q2 | $558K | Buy |
+10,457
| New | +$558K | ﹤0.01% | 1002 |
|