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Gould Capital’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Gould Capital’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
2024
Q2 		– Sell
-174
Closed -$5.29K – 218
2024
Q1 		$5.29K Hold
174
– – ﹤0.01% 163
2023
Q4 		$5.06K Hold
174
– – ﹤0.01% 169
2023
Q3 		$4.65K Hold
174
– – ﹤0.01% 165
2023
Q2 		$4.89K Hold
174
– – ﹤0.01% 166
2023
Q1 		$4.76K Buy
174
+20
+13% +$539 ﹤0.01% 171
2022
Q4 		$3.99K Hold
154
– – ﹤0.01% 171
2022
Q3 		$4K Hold
154
– – ﹤0.01% 167
2022
Q2 		$4K Hold
154
– – ﹤0.01% 166
2022
Q1 		$5K Buy
+154
New +$4.63K ﹤0.01% 162

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Gould Capital's EAOR Position: Q2 2024 in Review

Gould Capital sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q2 2024, closing a stake of 174 shares — an estimated $5.29K sold.

Gould Capital first reported a position in EAOR in Q1 2022 and held it in 9 quarters. The position peaked at $5.29K in Q1 2024. 13 funds tracked by Wall St. Rank hold EAOR as of Q2 2024.

  • Gould Capital reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Gould Capital sold 174 iShares ESG Aware Growth Allocation ETF shares in Q2 2024, an estimated $5.29K.
  • Gould Capital first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2022 and held it in 9 quarters.
  • Gould Capital's iShares ESG Aware Growth Allocation ETF position peaked at $5.29K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2024.

Based on Gould Capital's 13F filing for Q2 2024, filed 15 Aug 2024.