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IFP Advisors’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-4,190
Closed -$107K – 3650
2022
Q4 		$107K Hold
4,190
– – ﹤0.01% 1708
2022
Q3 		$107K Hold
4,190
– – ﹤0.01% 1809
2022
Q2 		$107K Hold
4,190
– – ﹤0.01% 1642
2022
Q1 		$107K Buy
+4,190
New +$126K ﹤0.01% 1642

Other funds holding EAOR

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

IFP Advisors's EAOR Position: Q1 2023 in Review

IFP Advisors sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q1 2023, closing a stake of 4,190 shares — an estimated $107K sold.

IFP Advisors first reported a position in EAOR in Q1 2022 and held it in 4 quarters. The position peaked at $107K in Q4 2022. 13 funds tracked by Wall St. Rank hold EAOR as of Q1 2023.

  • IFP Advisors reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 4,190 iShares ESG Aware Growth Allocation ETF shares in Q1 2023, an estimated $107K.
  • IFP Advisors first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's iShares ESG Aware Growth Allocation ETF position peaked at $107K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.