BlackRock’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

BlackRock’s Portfolio EAOA Stock Details EAOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,000	Closed	-$518K	–	5782
2022 Q3	$518K	Hold	20,000	–	–	﹤0.01%	4714
2022 Q2	$559K	Hold	20,000	–	–	﹤0.01%	4740
2022 Q1	$646K	Sell	20,000 -20,000	-50%	-$649K	﹤0.01%	4806
2021 Q4	$1.38M	Hold	40,000	–	–	﹤0.01%	4552
2021 Q3	$1.32M	Hold	40,000	–	–	﹤0.01%	4483
2021 Q2	$1.34M	Hold	40,000	–	–	﹤0.01%	4428
2021 Q1	$1.27M	Sell	40,000 -60,000	-60%	-$1.88M	﹤0.01%	4430
2020 Q4	$3.05M	Hold	100,000	–	–	﹤0.01%	3892
2020 Q3	$2.74M	Hold	100,000	–	–	﹤0.01%	3810
2020 Q2	$2.58M	Buy	+100,000	New	+$2.57M	﹤0.01%	3750

Other funds holding EAOA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HWMA

Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BlackRock's EAOA Position: Q4 2022 in Review

BlackRock sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q4 2022, closing a stake of 20,000 shares — an estimated $518K sold.

BlackRock first reported a position in EAOA in Q2 2020 and held it in 10 quarters. The position peaked at $3.05M in Q4 2020. 15 funds tracked by Wall St. Rank hold EAOA as of Q4 2022.

BlackRock reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q4 2022 after selling out during the quarter.
BlackRock sold 20,000 iShares ESG Aware Aggressive Allocation ETF shares in Q4 2022, an estimated $518K.
BlackRock first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2020 and held it in 10 quarters.
BlackRock's iShares ESG Aware Aggressive Allocation ETF position peaked at $3.05M in Q4 2020.
15 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q4 2022.

Based on BlackRock's 13F filing for Q4 2022, filed 13 Feb 2023.