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Ishares Tr esg us agr bd shares owned by Emergent Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Emergent Wealth Advisors from 13F filings

Historical chart of Emergent Wealth Advisors investment in Ishares Tr esg us agr bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr bd held by Emergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg us agr bd by Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 5.3k 48.03
2025-06-30 $248k 5.2k 47.54
2025-03-31 $233k 4.9k 47.48
2024-12-31 $227k 4.9k 46.44

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Emergent Wealth Advisors

Top funds holding Ishares Tr esg us agr bd

Jpmorgan Chase & Co
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Goldman Sachs Group
Northern Trust
Betterment
BlackRock
Raymond James Financial
Keybank National Association
M^T Bank Corporation
Envestnet Portfolio Solutions
Ameriprise Financial
SigFig Wealth Management

View all funds holding Ishares Tr esg us agr bd