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Vigilant Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Vigilant Capital 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
Q2 		$16K Hold
330
– – ﹤0.01% 371
2023
Q1 		$16K Hold
330
– – ﹤0.01% 355
2022
Q4 		$15K Buy
+330
New +$15.4K ﹤0.01% 375

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vigilant Capital Management's EAGG Position: Q2 2023 in Review

Vigilant Capital Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2023 at 330 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Vigilant Capital Management first reported a position in EAGG in Q4 2022 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold EAGG as of Q2 2023.

  • Vigilant Capital Management held 330 shares of iShares ESG Aware US Aggregate Bond ETF worth $16K as of Q2 2023.
  • Vigilant Capital Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2023.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #371 holding.
  • Vigilant Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.