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

Westfuller 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
2026
Q2 		$4.31M Buy
91,000
+42,275
+87% +$2M 1.57% 16
2026
Q1 		$2.32M Sell
48,725
-32,189
-40% -$1.54M 1% 26
2025
Q4 		$3.87M Buy
80,914
+565
+0.7% +$27.2K 1.57% 12
2025
Q3 		$3.86M Sell
80,349
-80,232
-50% -$3.81M 1.75% 12
2025
Q2 		$7.63M Sell
160,581
-11,970
-7% -$562K 4.35% 5
2025
Q1 		$8.19M Buy
172,551
+132,378
+330% +$6.2M 5.47% 3
2024
Q4 		$1.87M Buy
40,173
+505
+1% +$23.9K 1.19% 24
2024
Q3 		$1.93M Buy
+39,668
New +$1.9M 1.38% 21
2024
Q1 		$805K Buy
+17,104
New +$805K 0.97% 35

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $80.9B AUM 26.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Westfuller Advisors's EAGG Position: Q2 2026 in Review

Westfuller Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 87% in Q2 2026, buying an estimated $2M and bringing the position to 91,000 shares worth $4.31M. The position accounts for 1.57% of the portfolio, ranked #16.

Westfuller Advisors first reported a position in EAGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.19M in Q1 2025. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Westfuller Advisors held 91,000 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.31M as of Q2 2026.
  • Westfuller Advisors bought 42,275 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.57% of Westfuller Advisors's portfolio in Q2 2026, its #16 holding.
  • Westfuller Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Westfuller Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $8.19M in Q1 2025.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.