Number of Shares
52,725.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
0.79%
Total Estimate Gain
$2,061.57
% of Total Estimate Gain
0.08%

Neumann Capital Management, LLC's iShares ESG Aware U.S. Aggregate Bond ETF Holding Summary

As of 2025-06-30, Neumann Capital Management, LLC held 52,725.00 shares of iShares ESG Aware U.S. Aggregate Bond ETF(EAGG), totaling $2.51 Mil. This investment constitutes 0.79% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.06% of the outstanding iShares ESG Aware U.S. Aggregate Bond ETF(EAGG) stock.

The initial trade took place in 2022Q3. And since then Neumann Capital Management, LLC has made 12 purchases of EAGG, at an average price of $47.15, for a total of 52,725.00 shares. Based on historical transaction data and EAGG's current price of $47.19, Neumann Capital Management, LLC's estimated gain on his EAGG holdings is $2,061.57, reflecting a 0.08% gain to date.

Neumann Capital Management, LLC EAGG ($47.19) Holding Chart

Neumann Capital Management, LLC EAGG ($47.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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