Concourse Financial Group Securities’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | – | – | 2228 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3905 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 3899 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 3939 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 3955 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 3891 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 3858 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 3821 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 3737 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 3701 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 3484 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 3540 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 3494 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 3628 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3581 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3481 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3409 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3339 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3180 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3087 |
|