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
Q3 		$21.2M Sell
478,785
-65,863
-12% -$3.06M 0.03% 460
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's EAGG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q3 2026, selling an estimated $3.06M and leaving 478,785 shares worth $21.2M. The position accounts for 0.03% of the portfolio, ranked #460.

Wealth Enhancement Advisory Services first reported a position in EAGG in Q2 2022 and has held it in 18 quarters since. The position peaked at $27.4M in Q4 2025. 50 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 478,785 shares of iShares ESG Aware US Aggregate Bond ETF worth $21.2M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 65,863 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $3.06M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #460 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 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $27.4M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.