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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
Q2 		$5.53M Buy
116,709
+93,517
+403% +$4.43M 0.06% 259
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 $1.55T 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 22.9% 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

Vise Technologies's EAGG Position: Q2 2026 in Review

Vise Technologies increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 403% in Q2 2026, buying an estimated $4.43M and bringing the position to 116,709 shares worth $5.53M. The position accounts for 0.06% of the portfolio, ranked #259.

Vise Technologies first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Vise Technologies held 116,709 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.53M as of Q2 2026.
  • Vise Technologies bought 93,517 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $4.43M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.06% of Vise Technologies's portfolio in Q2 2026, its #259 holding.
  • Vise Technologies first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.