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United Capital Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

United Capital Financial 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
Q1 		$3.93M Buy
82,599
+13,666
+20% +$655K 0.02% 410
2025
Q4 		$3.3M Buy
68,933
+2,298
+3% +$110K 0.02% 426
2025
Q3 		$3.2M Sell
66,635
-2,000
-3% -$95.1K 0.02% 369
2025
Q2 		$3.26M Buy
68,635
+2,358
+4% +$111K 0.03% 345
2025
Q1 		$3.15M Buy
66,277
+17,778
+37% +$833K 0.03% 347
2024
Q4 		$2.25M Buy
48,499
+3,769
+8% +$178K 0.02% 399
2024
Q3 		$2.17M Sell
44,730
-1,097
-2% -$52.5K 0.02% 400
2024
Q2 		$2.14M Buy
45,827
+5,953
+15% +$276K 0.02% 386
2024
Q1 		$1.88M Sell
39,874
-5,779
-13% -$272K 0.02% 442
2023
Q4 		$2.18M Buy
+45,653
New +$2.09M 0.02% 405
2022
Q3 		– Sell
-4,369
Closed -$214K – 1099
2022
Q2 		$214K Buy
+4,369
New +$216K ﹤0.01% 1038
2019
Q3 		– Sell
-10,457
Closed -$558K – 1361
2019
Q2 		$558K Buy
+10,457
New +$547K ﹤0.01% 1011

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

United Capital Financial Advisors's EAGG Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 20% in Q1 2026, buying an estimated $655K and bringing the position to 82,599 shares worth $3.93M. The position accounts for 0.02% of the portfolio, ranked #410.

United Capital Financial Advisors first reported a position in EAGG in Q2 2019 and has held it in 12 quarters since. 469 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • United Capital Financial Advisors held 82,599 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.93M as of Q1 2026.
  • United Capital Financial Advisors bought 13,666 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $655K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #410 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 12 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.