HI
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Harbour Investments’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Harbour Investments’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
Q3 		– Sell
-727
Closed -$22.3K – 3423
2024
Q2 		$22.3K Hold
727
– – ﹤0.01% 1908
2024
Q1 		$22.1K Sell
727
-10,972
-94% -$323K ﹤0.01% 1911
2023
Q4 		$340K Hold
11,699
– – 0.01% 674
2023
Q3 		$315K Hold
11,699
– – 0.02% 636
2023
Q2 		$329K Hold
11,699
– – 0.02% 627
2023
Q1 		$320K Sell
11,699
-1,522
-12% -$41K 0.02% 604
2022
Q4 		$343K Buy
+13,221
New +$341K 0.02% 561

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Harbour Investments's EAOR Position: Q3 2024 in Review

Harbour Investments sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q3 2024, closing a stake of 727 shares — an estimated $22.3K sold.

Harbour Investments first reported a position in EAOR in Q4 2022 and held it in 7 quarters. The position peaked at $343K in Q4 2022. 15 funds tracked by Wall St. Rank hold EAOR as of Q3 2024.

  • Harbour Investments reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Harbour Investments sold 727 iShares ESG Aware Growth Allocation ETF shares in Q3 2024, an estimated $22.3K.
  • Harbour Investments first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2022 and held it in 7 quarters.
  • Harbour Investments's iShares ESG Aware Growth Allocation ETF position peaked at $343K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.