Commonwealth Equity Services’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,950
| Closed | -$213K | – | 4202 |
|
|
2024
Q4 | $213K | Sell |
5,950
-7
| -0.1% | -$251 | ﹤0.01% | 3703 |
|
|
2024
Q3 | $218K | Sell |
5,957
-1,298
| -18% | -$47.5K | ﹤0.01% | 3621 |
|
|
2024
Q2 | $252K | Sell |
7,255
-2
| -0% | -$69 | ﹤0.01% | 3454 |
|
|
2024
Q1 | $247K | Sell |
7,257
-245
| -3% | -$8.34K | ﹤0.01% | 3455 |
|
|
2023
Q4 | $241K | Buy |
7,502
+6
| +0.1% | +$193 | ﹤0.01% | 3353 |
|
|
2023
Q3 | $220K | Hold |
7,496
| – | – | ﹤0.01% | 3295 |
|
|
2023
Q2 | $231K | Buy |
+7,496
| New | +$231K | ﹤0.01% | 3267 |
|