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

Creative Planning’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
2023
Q4 		– Sell
-31
Closed -$911 – 2847
2023
Q3 		$911 Buy
+31
New +$945 ﹤0.01% 2837
2022
Q2 		– Sell
-31
Closed -$1K – 2352
2022
Q1 		$1K Buy
+31
New +$1.01K ﹤0.01% 2320

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Creative Planning's EAOA Position: Q4 2023 in Review

Creative Planning sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q4 2023, closing a stake of 31 shares — an estimated $911 sold.

Creative Planning first reported a position in EAOA in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 17 funds tracked by Wall St. Rank hold EAOA as of Q4 2023.

  • Creative Planning reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 31 iShares ESG Aware Aggressive Allocation ETF shares in Q4 2023, an estimated $911.
  • Creative Planning first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2022 and held it in 2 quarters.
  • Creative Planning's iShares ESG Aware Aggressive Allocation ETF position peaked at $1K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.