Federation des caisses Desjardins du Quebec’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Federation des caisses Desjardins du Quebec’s Portfolio EAOR Stock Details EAOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-630	Closed	-$19.8K	–	2683
2024 Q4	$19.8K	Hold	630	–	–	﹤0.01%	1684
2024 Q3	$20.4K	Hold	630	–	–	﹤0.01%	1668
2024 Q2	$19.4K	Hold	630	–	–	﹤0.01%	1630
2024 Q1	$19.1K	Hold	630	–	–	﹤0.01%	1650
2023 Q4	$18.3K	Hold	630	–	–	﹤0.01%	1600
2023 Q3	$16.9K	Hold	630	–	–	﹤0.01%	1625
2023 Q2	$17.7K	Hold	630	–	–	﹤0.01%	1609
2023 Q1	$17.2K	Hold	630	–	–	﹤0.01%	1610
2022 Q4	$16.3K	Hold	630	–	–	﹤0.01%	1741
2022 Q3	$15.5K	Hold	630	–	–	﹤0.01%	1807
2022 Q2	$16.6K	Hold	630	–	–	﹤0.01%	1824
2022 Q1	$18.9K	Hold	630	–	–	﹤0.01%	1841
2021 Q4	$20K	Hold	630	–	–	﹤0.01%	1827
2021 Q3	$19.4K	Buy	+630	New	+$19.8K	﹤0.01%	1864

Other funds holding EAOR

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's EAOR Position: Q1 2025 in Review

Federation des caisses Desjardins du Quebec sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q1 2025, closing a stake of 630 shares — an estimated $19.8K sold.

Federation des caisses Desjardins du Quebec first reported a position in EAOR in Q3 2021 and held it in 14 quarters. The position peaked at $20.4K in Q3 2024. 13 funds tracked by Wall St. Rank hold EAOR as of Q1 2025.

Federation des caisses Desjardins du Quebec reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q1 2025 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 630 iShares ESG Aware Growth Allocation ETF shares in Q1 2025, an estimated $19.8K.
Federation des caisses Desjardins du Quebec first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2021 and held it in 14 quarters.
Federation des caisses Desjardins du Quebec's iShares ESG Aware Growth Allocation ETF position peaked at $20.4K in Q3 2024.
13 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2025.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2025, filed 15 May 2025.