WCFA
EAGG icon

Walkner Condon Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Walkner Condon 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 		$204K Buy
4,294
+83
+2% +$3.98K 0.03% 308
2025
Q4 		$202K Buy
+4,211
New +$202K 0.03% 303
2024
Q3 		– Sell
-6,622
Closed -$309K – 270
2024
Q2 		$309K Sell
6,622
-549
-8% -$25.4K 0.07% 197
2024
Q1 		$337K Buy
7,171
+1,838
+34% +$86.5K 0.07% 202
2023
Q4 		$255K Buy
5,333
+10
+0.2% +$458 0.06% 229
2023
Q3 		$241K Buy
5,323
+307
+6% +$14.2K 0.06% 218
2023
Q2 		$237K Buy
+5,016
New +$239K 0.06% 214

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 $1.47T 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 $376B 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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return