WWA
WCG Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,341
| Closed | -$776K | – | 334 |
|
|
2025
Q1 | $776K | Sell |
16,341
-708
| -4% | -$33.6K | 0.06% | 221 |
|
|
2024
Q4 | $792K | Buy |
17,049
+88
| +0.5% | +$4.09K | 0.05% | 232 |
|
|
2024
Q3 | $824K | Sell |
16,961
-1,012
| -6% | -$49.2K | 0.06% | 238 |
|
|
2024
Q2 | $838K | Sell |
17,973
-4,196
| -19% | -$196K | 0.06% | 210 |
|
|
2024
Q1 | $1.04M | Buy |
22,169
+2,875
| +15% | +$135K | 0.09% | 181 |
|
|
2023
Q4 | $921K | Buy |
19,294
+1,192
| +7% | +$56.9K | 0.07% | 209 |
|
|
2023
Q3 | $820K | Buy |
18,102
+2,836
| +19% | +$128K | 0.06% | 215 |
|
|
2023
Q2 | $720K | Buy |
15,266
+4,013
| +36% | +$189K | 0.08% | 127 |
|
|
2023
Q1 | $541K | Buy |
11,253
+407
| +4% | +$19.6K | 0.07% | 139 |
|
|
2022
Q4 | $507K | Buy |
+10,846
| New | +$507K | 0.07% | 139 |
|