Wealth Enhancement Advisory Services
EAGG icon

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

Wealth Enhancement Advisory Services’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 		$24.9M Buy
544,648
+46,875
+9% +$2.22M 0.04% 376
2026
Q1 		$23M Sell
497,773
-73,231
-13% -$3.51M 0.05% 358
2025
Q4 		$27.4M Buy
571,004
+30,794
+6% +$1.48M 0.04% 393
2025
Q3 		$25.9M Buy
540,210
+15,849
+3% +$754K 0.04% 385
2025
Q2 		$24.7M Buy
524,361
+39,924
+8% +$1.88M 0.04% 368
2025
Q1 		$23M Buy
484,437
+176,616
+57% +$8.28M 0.04% 358
2024
Q4 		$14.3M Buy
307,821
+44,682
+17% +$2.11M 0.03% 464
2024
Q3 		$12.8M Buy
263,139
+38,133
+17% +$1.83M 0.03% 453
2024
Q2 		$10.5M Buy
225,006
+14,794
+7% +$686K 0.02% 479
2024
Q1 		$9.89M Buy
210,212
+25,212
+14% +$1.19M 0.03% 480
2023
Q4 		$8.83M Buy
185,000
+70,093
+61% +$3.21M 0.03% 470
2023
Q3 		$5.21M Buy
114,907
+78,114
+212% +$3.62M 0.02% 571
2023
Q2 		$1.74M Buy
36,793
+8,032
+28% +$383K 0.02% 215
2023
Q1 		$1.38M Buy
28,761
+12,812
+80% +$610K 0.02% 270
2022
Q4 		$767K Buy
15,949
+977
+7% +$45.5K 0.01% 245
2022
Q3 		$691K Sell
14,972
-88,217
-85% -$4.3M 0.01% 257
2022
Q2 		$5.05M Buy
+103,189
New +$5.11M 0.07% 128

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 Enhancement Advisory Services's EAGG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.4% in Q2 2026, buying an estimated $2.22M and bringing the position to 544,648 shares worth $24.9M. The position accounts for 0.04% of the portfolio, ranked #376.

Wealth Enhancement Advisory Services first reported a position in EAGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $27.4M in Q4 2025. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 544,648 shares of iShares ESG Aware US Aggregate Bond ETF worth $24.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 46,875 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2.22M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #376 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $27.4M in Q4 2025.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.