WFAG
EAGG icon

Wescott Financial Advisory Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Wescott Financial Advisory Group’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
Q1 		$1.75M Sell
36,902
-846
-2% -$40.5K 0.15% 70
2025
Q4 		$1.81M Buy
37,748
+1,960
+5% +$94.2K 0.16% 69
2025
Q3 		$1.72M Buy
35,788
+2,465
+7% +$117K 0.15% 66
2025
Q2 		$1.58M Buy
33,323
+5,722
+21% +$269K 0.15% 66
2025
Q1 		$1.31M Buy
27,601
+2,131
+8% +$99.9K 0.14% 72
2024
Q4 		$1.18M Buy
25,470
+4,089
+19% +$193K 0.12% 77
2024
Q3 		$1.04M Buy
21,381
+342
+2% +$16.4K 0.11% 81
2024
Q2 		$981K Buy
21,039
+7,093
+51% +$329K 0.11% 81
2024
Q1 		$656K Sell
13,946
-1,246
-8% -$58.6K 0.08% 95
2023
Q4 		$725K Buy
15,192
+187
+1% +$8.56K 0.1% 83
2023
Q3 		$680K Buy
15,005
+3,495
+30% +$162K 0.12% 80
2023
Q2 		$543K Buy
11,510
+847
+8% +$40.4K 0.1% 96
2023
Q1 		$512K Sell
10,663
-4,907
-32% -$234K 0.11% 90
2022
Q4 		$728K Buy
15,570
+1,653
+12% +$77K 0.16% 75
2022
Q3 		$646K Buy
13,917
+582
+4% +$28.4K 0.18% 71
2022
Q2 		$653K Buy
13,335
+2,634
+25% +$130K 0.18% 66
2022
Q1 		$553K Buy
10,701
+845
+9% +$44.8K 0.14% 78
2021
Q4 		$544K Sell
9,856
-501
-5% -$27.6K 0.28% 38
2021
Q3 		$571K Hold
10,357
– – 0.32% 37
2021
Q2 		$579K Buy
10,357
+2,394
+30% +$131K 0.34% 36
2021
Q1 		$436K Buy
7,963
+243
+3% +$13.5K 0.28% 38
2020
Q4 		$436K Buy
+7,720
New +$435K 0.31% 36

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wescott Financial Advisory Group's EAGG Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.2% in Q1 2026, selling an estimated $40.5K and leaving 36,902 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #70.

Wescott Financial Advisory Group first reported a position in EAGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.81M in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Wescott Financial Advisory Group held 36,902 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.75M as of Q1 2026.
  • Wescott Financial Advisory Group sold 846 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $40.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.15% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #70 holding.
  • Wescott Financial Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.81M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.