BlackRock’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

BlackRock’s Portfolio EAOM Stock Details EAOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,000	Closed	-$117K	–	5783
2022 Q3	$117K	Sell	5,000 -5,000	-50%	-$125K	﹤0.01%	5128
2022 Q2	$249K	Hold	10,000	–	–	﹤0.01%	4982
2022 Q1	$274K	Sell	10,000 -25,000	-71%	-$695K	﹤0.01%	5034
2021 Q4	$1.02M	Sell	35,000 -20,000	-36%	-$582K	﹤0.01%	4662
2021 Q3	$1.58M	Hold	55,000	–	–	﹤0.01%	4414
2021 Q2	$1.59M	Hold	55,000	–	–	﹤0.01%	4367
2021 Q1	$1.53M	Sell	55,000 -20,000	-27%	-$559K	﹤0.01%	4380
2020 Q4	$2.08M	Sell	75,000 -10,000	-12%	-$270K	﹤0.01%	4035
2020 Q3	$2.24M	Sell	85,000 -15,000	-15%	-$394K	﹤0.01%	3874
2020 Q2	$2.55M	Buy	+100,000	New	+$2.54M	﹤0.01%	3756

Other funds holding EAOM

Jane Street New York $777B AUM 61.18% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MWM

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

BlackRock's EAOM Position: Q4 2022 in Review

BlackRock sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q4 2022, closing a stake of 5,000 shares — an estimated $117K sold.

BlackRock first reported a position in EAOM in Q2 2020 and held it in 10 quarters. The position peaked at $2.55M in Q2 2020. 8 funds tracked by Wall St. Rank hold EAOM as of Q4 2022.

BlackRock reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
BlackRock sold 5,000 iShares ESG Aware Moderate Allocation ETF shares in Q4 2022, an estimated $117K.
BlackRock first reported a position in iShares ESG Aware Moderate Allocation ETF in Q2 2020 and held it in 10 quarters.
BlackRock's iShares ESG Aware Moderate Allocation ETF position peaked at $2.55M in Q2 2020.
8 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q4 2022.

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