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Wealth Advisory Team’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wealth Advisory Team’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 		$1.04M Buy
+21,841
New +$1.04M 0.84% 20
2025
Q4 		$523K Buy
+10,935
New +$526K 0.46% 26
2025
Q2 		$551K Buy
+11,584
New +$544K 0.52% 26

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 22.96% 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

Wealth Advisory Team's EAGG Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 21,841 shares worth $1.04M. The stake represents 0.84% of the portfolio and ranks #20 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in EAGG as recently as Q4 2025.

Wealth Advisory Team first reported a position in EAGG in Q2 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Wealth Advisory Team held 21,841 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.04M as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Wealth Advisory Team position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.84% of Wealth Advisory Team's portfolio in Q2 2026, its #20 holding.
  • Wealth Advisory Team first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.