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Wells Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wells Financial Advisors’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
2022
Q1 		– Sell
-1,518
Closed -$84K – 58
2021
Q4 		$84K Hold
1,518
– – 0.07% 44
2021
Q3 		$84K Hold
1,518
– – 0.07% 44
2021
Q2 		$84K Buy
1,518
+300
+25% +$16.5K 0.07% 44
2021
Q1 		$67K Hold
1,218
– – 0.06% 45
2020
Q4 		$69K Buy
+1,218
New +$68.7K 0.06% 45

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Wells Financial Advisors's EAGG Position: Q1 2022 in Review

Wells Financial Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2022, closing a stake of 1,518 shares — an estimated $84K sold.

Wells Financial Advisors first reported a position in EAGG in Q4 2020 and held it in 5 quarters. The position peaked at $84K in Q4 2021. 231 funds tracked by Wall St. Rank hold EAGG as of Q1 2022.

  • Wells Financial Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Wells Financial Advisors sold 1,518 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2022, an estimated $84K.
  • Wells Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
  • Wells Financial Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $84K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2022.

Based on Wells Financial Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.