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

Williams Financial’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 		$322K Buy
+6,791
New +$322K 0.17% 23
2024
Q2 		– Sell
-4,789
Closed -$225K – 18
2024
Q1 		$225K Buy
4,789
+86
+2% +$4.05K 0.15% 18
2023
Q4 		$225K Hold
4,703
– – 0.16% 30
2023
Q3 		$213K Buy
+4,703
New +$218K 0.16% 29

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 22.9% 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

Williams Financial's EAGG Position: Q2 2026 in Review

Williams Financial opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 6,791 shares worth $322K. The stake represents 0.17% of the portfolio and ranks #23 among its holdings. This is a return to the name: Williams Financial previously reported a position in EAGG as recently as Q1 2024.

Williams Financial first reported a position in EAGG in Q3 2023 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Williams Financial held 6,791 shares of iShares ESG Aware US Aggregate Bond ETF worth $322K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Williams Financial position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.17% of Williams Financial's portfolio in Q2 2026, its #23 holding.
  • Williams Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.