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Van Hulzen Asset Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Van Hulzen Asset 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
2026
Q2 		$1.05M Sell
22,152
-1,177
-5% -$55.8K 0.07% 168
2026
Q1 		$1.11M Buy
23,329
+438
+2% +$21K 0.08% 152
2025
Q4 		$1.1M Buy
22,891
+1,030
+5% +$49.5K 0.08% 148
2025
Q3 		$1.05M Buy
21,861
+22
+0.1% +$1.05K 0.08% 157
2025
Q2 		$1.04M Sell
21,839
-108
-0.5% -$5.07K 0.09% 151
2025
Q1 		$1.04M Buy
21,947
+14
+0.1% +$656 0.1% 149
2024
Q4 		$1.02M Buy
21,933
+6,230
+40% +$294K 0.07% 161
2024
Q3 		$763K Buy
15,703
+4,226
+37% +$202K 0.06% 182
2024
Q2 		$535K Sell
11,477
-250
-2% -$11.6K 0.04% 199
2024
Q1 		$552K Buy
+11,727
New +$552K 0.04% 217
2022
Q4 		– Sell
-8,486
Closed -$394K – 288
2022
Q3 		$394K Buy
8,486
+3,316
+64% +$162K 0.05% 187
2022
Q2 		$253K Buy
5,170
+660
+15% +$32.7K 0.03% 245
2022
Q1 		$233K Buy
+4,510
New +$239K 0.02% 269
2021
Q1 		– Sell
-17,755
Closed -$1M – 277
2020
Q4 		$1M Hold
17,755
– – 0.15% 93
2020
Q3 		$1M Hold
17,755
– – 0.15% 96
2020
Q2 		$1M Sell
17,755
-4,200
-19% -$235K 0.15% 90
2020
Q1 		$1.22M Buy
+21,955
New +$1.2M 0.26% 74

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

Van Hulzen Asset Management's EAGG Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5% in Q2 2026, selling an estimated $55.8K and leaving 22,152 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #168.

Van Hulzen Asset Management first reported a position in EAGG in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.22M in Q1 2020. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Van Hulzen Asset Management held 22,152 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.05M as of Q2 2026.
  • Van Hulzen Asset Management sold 1,177 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $55.8K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Van Hulzen Asset Management's portfolio in Q2 2026, its #168 holding.
  • Van Hulzen Asset Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • Van Hulzen Asset Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.22M in Q1 2020.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.