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West Wealth Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

West Wealth 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
2022
Q1 		– Sell
-4,386
Closed -$242K – 65
2021
Q4 		$242K Buy
+4,386
New +$241K 0.09% 53

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

West Wealth Group's EAGG Position: Q1 2022 in Review

West Wealth Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2022, closing a stake of 4,386 shares — an estimated $242K sold.

West Wealth Group first reported a position in EAGG in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 231 funds tracked by Wall St. Rank hold EAGG as of Q1 2022.

  • West Wealth Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • West Wealth Group sold 4,386 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2022, an estimated $242K.
  • West Wealth Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • West Wealth Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $242K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2022.

Based on West Wealth Group's 13F filing for Q1 2022, filed 5 May 2022.