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

Wealth Enhancement Trust 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 		$786K Buy
16,589
+189
+1% +$8.96K 0.09% 178
2026
Q1 		$780K Buy
16,400
+201
+1% +$9.63K 0.09% 175
2025
Q4 		$775K Buy
+16,199
New +$779K 0.1% 161

Other funds holding EAGG

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 $80B AUM 26.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's EAGG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.2% in Q2 2026, buying an estimated $8.96K and bringing the position to 16,589 shares worth $786K. The position accounts for 0.09% of the portfolio, ranked #178.

Wealth Enhancement Trust Services first reported a position in EAGG in Q4 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Wealth Enhancement Trust Services held 16,589 shares of iShares ESG Aware US Aggregate Bond ETF worth $786K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 189 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $8.96K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #178 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

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