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

World Investment 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
Q1 		$4.79M Sell
100,658
-8,358
-8% -$401K 0.08% 269
2025
Q4 		$5.22M Buy
109,016
+2,603
+2% +$125K 0.08% 252
2025
Q3 		$5.11M Sell
106,413
-902
-0.8% -$42.9K 0.1% 219
2025
Q2 		$5.1M Sell
107,315
-6,613
-6% -$311K 0.12% 205
2025
Q1 		$5.41M Sell
113,928
-73,686
-39% -$3.45M 0.14% 173
2024
Q4 		$8.71M Sell
187,614
-2,682
-1% -$127K 0.24% 97
2024
Q3 		$9.25M Buy
190,296
+174,452
+1,101% +$8.35M 0.29% 84
2024
Q2 		$738K Sell
15,844
-392
-2% -$18.2K 0.05% 337
2024
Q1 		$764K Sell
16,236
-1,882
-10% -$88.6K 0.11% 169
2023
Q4 		$865K Buy
18,118
+362
+2% +$16.6K 0.11% 158
2023
Q3 		$804K Buy
17,756
+6,793
+62% +$315K 0.16% 108
2023
Q2 		$517K Sell
10,963
-5,170
-32% -$246K 0.1% 134
2023
Q1 		$775K Buy
16,133
+11,672
+262% +$556K 0.16% 101
2022
Q4 		$209K Buy
4,461
+54
+1% +$2.52K 0.05% 223
2022
Q3 		$205K Buy
4,407
+16
+0.4% +$780 0.05% 228
2022
Q2 		$220K Buy
4,391
+13
+0.3% +$644 0.05% 240
2022
Q1 		$226K Hold
4,378
– – 0.05% 235
2021
Q4 		$231K Hold
4,378
– – 0.05% 238
2021
Q3 		$241K Hold
4,378
– – 0.05% 219
2021
Q2 		$242K Buy
+4,378
New +$240K 0.06% 217
2020
Q4 		– Sell
-3,584
Closed -$202K – 229
2020
Q3 		$202K Hold
3,584
– – 0.07% 162
2020
Q2 		$204K Sell
3,584
-773
-18% -$43.3K 0.07% 155
2020
Q1 		$241K Sell
4,357
-93
-2% -$5.07K 0.11% 108
2019
Q4 		$239K Buy
4,450
+19
+0.4% +$1.02K 0.09% 134
2019
Q3 		$240K Hold
4,431
– – 0.1% 124
2019
Q2 		$238K Buy
+4,431
New +$232K 0.11% 116

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

World Investment Advisors's EAGG Position: Q1 2026 in Review

World Investment Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.7% in Q1 2026, selling an estimated $401K and leaving 100,658 shares worth $4.79M. The position accounts for 0.08% of the portfolio, ranked #269.

World Investment Advisors first reported a position in EAGG in Q2 2019 and has held it in 26 quarters since. The position peaked at $9.25M in Q3 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • World Investment Advisors held 100,658 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.79M as of Q1 2026.
  • World Investment Advisors sold 8,358 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $401K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.08% of World Investment Advisors's portfolio in Q1 2026, its #269 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • World Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $9.25M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.