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Aspiriant LLC’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Aspiriant LLC’s Portfolio EAOR Stock Details EAOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-97,735
Closed -$2.41M – 282
2022
Q3 		$2.41M Buy
+97,735
New +$2.61M 0.12% 74

Other funds holding EAOR

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CPWMP
Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspiriant LLC's EAOR Position: Q4 2022 in Review

Aspiriant LLC sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q4 2022, closing a stake of 97,735 shares — an estimated $2.41M sold.

Aspiriant LLC first reported a position in EAOR in Q3 2022 and held it in 1 quarter. The position peaked at $2.41M in Q3 2022. 14 funds tracked by Wall St. Rank hold EAOR as of Q4 2022.

  • Aspiriant LLC reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Aspiriant LLC sold 97,735 iShares ESG Aware Growth Allocation ETF shares in Q4 2022, an estimated $2.41M.
  • Aspiriant LLC first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2022 and held it in 1 quarter.
  • Aspiriant LLC's iShares ESG Aware Growth Allocation ETF position peaked at $2.41M in Q3 2022.
  • 14 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q4 2022.

Based on Aspiriant LLC's 13F filing for Q4 2022, filed 23 Jan 2023.