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Vise Technologies’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Vise Technologies’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 		$1.11M Hold
23,192
– – 0.02% 553
2025
Q4 		$1.11M Buy
23,192
+17,338
+296% +$833K 0.02% 557
2025
Q3 		$281K Buy
+5,854
New +$278K 0.01% 927

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

Vise Technologies's EAGG Position: Q1 2026 in Review

Vise Technologies held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q1 2026 at 23,192 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #553.

Vise Technologies first reported a position in EAGG in Q3 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Vise Technologies held 23,192 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.11M as of Q1 2026.
  • Vise Technologies left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #553 holding.
  • Vise Technologies first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.