WCG Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

WCG Wealth 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
2025 Q2	–	Sell	-16,341	Closed	-$776K	–	334
2025 Q1	$776K	Sell	16,341 -708	-4%	-$33.2K	0.06%	221
2024 Q4	$792K	Buy	17,049 +88	+0.5%	+$4.16K	0.05%	232
2024 Q3	$824K	Sell	16,961 -1,012	-6%	-$48.4K	0.06%	238
2024 Q2	$838K	Sell	17,973 -4,196	-19%	-$195K	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%	+$54.6K	0.07%	209
2023 Q3	$820K	Buy	18,102 +2,836	+19%	+$132K	0.06%	215
2023 Q2	$720K	Buy	15,266 +4,013	+36%	+$191K	0.08%	127
2023 Q1	$541K	Buy	11,253 +407	+4%	+$19.4K	0.07%	139
2022 Q4	$507K	Buy	+10,846	New	+$505K	0.07%	139

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WCG Wealth Advisors's EAGG Position: Q2 2025 in Review

WCG Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2025, closing a stake of 16,341 shares — an estimated $776K sold.

WCG Wealth Advisors first reported a position in EAGG in Q4 2022 and held it in 10 quarters. The position peaked at $1.04M in Q1 2024. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

WCG Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
WCG Wealth Advisors sold 16,341 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $776K.
WCG Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
WCG Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.04M in Q1 2024.
417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.