EAGG β€” Ishares ESG Aware US Aggregate Bond ETF

Ownership history in ZEVIN ASSET MANAGEMENT LLC  Β·  1 quarter on record

AI Ownership Summary

ZEVIN ASSET MANAGEMENT LLC reported Ishares ESG Aware US Aggregate Bond ETF (EAGG) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q4. The latest visible filing shows EAGG at 1.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EAGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZEVIN ASSET MANAGEMENT LLC's position in Ishares ESG Aware US Aggregate Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EAGG was reported at 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZEVIN ASSET MANAGEMENT LLC held EAGG β€” position size vs. price
% of Fund (quarterly)    EAGG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 269,254 β€” β€” 1.73% $12.9M 2026-02-14 (Est.) $48.05

🏒 Other funds also holding EAGG

As of 2026 Q1 β€” sorted by position size

Horizons Wealth Management 3Y 0.05% Bangor Savings Bank 3Y 7Y 0.04% Noble Wealth Management PBC 0.0%

FAQ About ZEVIN ASSET MANAGEMENT LLC and EAGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZEVIN ASSET MANAGEMENT LLC reported owning EAGG?

ZEVIN ASSET MANAGEMENT LLC reported EAGG across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported EAGG position in ZEVIN ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for EAGG was 1.73% in 2025 Q4.

What is the latest reported EAGG position on this page?

The most recent filing on this page is 2025 Q4, when ZEVIN ASSET MANAGEMENT LLC reported 269,254 shares, equal to 1.73% of portfolio, with an estimated market value of $12.9M.

What does the chart on this EAGG ownership page compare?

The chart compares ZEVIN ASSET MANAGEMENT LLC's quarterly EAGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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