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Heritage Wealth Management (Arizona)’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$110K Buy
3,960
+1,980
+100% +$54.5K 0.02% 400
2022
Q3 		$51K Buy
+1,980
New +$56.3K 0.02% 396

Other funds holding EAOA

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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EAOA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 100% in Q4 2022, buying an estimated $54.5K and bringing the position to 3,960 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #400.

Heritage Wealth Management (Arizona) first reported a position in EAOA in Q3 2022 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold EAOA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,960 shares of iShares ESG Aware Aggressive Allocation ETF worth $110K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,980 iShares ESG Aware Aggressive Allocation ETF shares in Q4 2022, an estimated $54.5K.
  • iShares ESG Aware Aggressive Allocation ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #400 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2022 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.