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Whittier Trust’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Whittier Trust’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
2024
Q4 		– Sell
-13,883
Closed -$675K – 1564
2024
Q3 		$675K Hold
13,883
– – 0.01% 451
2024
Q2 		$647K Hold
13,883
– – 0.01% 436
2024
Q1 		$653K Hold
13,883
– – 0.01% 446
2023
Q4 		$663K Buy
+13,883
New +$636K 0.01% 424

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Whittier Trust's EAGG Position: Q4 2024 in Review

Whittier Trust sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 13,883 shares — an estimated $675K sold.

Whittier Trust first reported a position in EAGG in Q4 2023 and held it in 4 quarters. The position peaked at $675K in Q3 2024. 400 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • Whittier Trust reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 13,883 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $675K.
  • Whittier Trust first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Whittier Trust's iShares ESG Aware US Aggregate Bond ETF position peaked at $675K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.