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Fortitude Family Office’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Fortitude Family Office’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
2024
Q2 		– Sell
-116
Closed -$3.96K – 993
2024
Q1 		$3.96K Sell
116
-146
-56% -$4.78K ﹤0.01% 690
2023
Q4 		$8.41K Buy
+262
New +$7.91K 0.01% 456

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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Fortitude Family Office's EAOA Position: Q2 2024 in Review

Fortitude Family Office sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2024, closing a stake of 116 shares — an estimated $3.96K sold.

Fortitude Family Office first reported a position in EAOA in Q4 2023 and held it in 2 quarters. The position peaked at $8.41K in Q4 2023. 18 funds tracked by Wall St. Rank hold EAOA as of Q2 2024.

  • Fortitude Family Office reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 116 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2024, an estimated $3.96K.
  • Fortitude Family Office first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2023 and held it in 2 quarters.
  • Fortitude Family Office's iShares ESG Aware Aggressive Allocation ETF position peaked at $8.41K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.