Wealth Enhancement Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
524,361
+39,924
| +8% | +$1.88M | 0.04% | 368 |
|
|
2025
Q1 | $23M | Buy |
484,437
+176,616
| +57% | +$8.39M | 0.04% | 358 |
|
|
2024
Q4 | $14.3M | Buy |
307,821
+44,682
| +17% | +$2.08M | 0.03% | 463 |
|
|
2024
Q3 | $12.8M | Buy |
263,139
+38,133
| +17% | +$1.85M | 0.03% | 452 |
|
|
2024
Q2 | $10.5M | Buy |
225,006
+14,794
| +7% | +$690K | 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% | +$3.35M | 0.03% | 470 |
|
|
2023
Q3 | $5.21M | Buy |
114,907
+78,114
| +212% | +$3.54M | 0.02% | 571 |
|
|
2023
Q2 | $1.74M | Buy |
36,793
+8,032
| +28% | +$379K | 0.02% | 215 |
|
|
2023
Q1 | $1.38M | Buy |
28,761
+12,812
| +80% | +$616K | 0.02% | 270 |
|
|
2022
Q4 | $767K | Buy |
15,949
+977
| +7% | +$47K | 0.01% | 245 |
|
|
2022
Q3 | $691K | Sell |
14,972
-88,217
| -85% | -$4.07M | 0.01% | 257 |
|
|
2022
Q2 | $5.05M | Buy |
+103,189
| New | +$5.05M | 0.07% | 128 |
|