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

Fidelity Investments’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	-1	Closed	–	–	5401
2022 Q3	$0	Buy	+1	New	+$25	﹤0.01%	4973
2022 Q1	–	Sell	-1	Closed	–	–	5065
2021 Q4	$0	Buy	+1	New	+$29	﹤0.01%	4461

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

Fidelity Investments's EAOM Position: Q4 2022 in Review

Fidelity Investments sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q4 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in EAOM in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 8 funds tracked by Wall St. Rank hold EAOM as of Q4 2022.

Fidelity Investments reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
Fidelity Investments sold 1 iShares ESG Aware Moderate Allocation ETF share in Q4 2022.
Fidelity Investments first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2021 and held it in 2 quarters.
Fidelity Investments's iShares ESG Aware Moderate Allocation ETF position peaked at $0 in Q3 2022.
8 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q4 2022.

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