JNBA Financial Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16K | Buy |
56
+4
| +8% | +$154 | ﹤0.01% | 590 |
|
|
2025
Q1 | $1.84K | Buy |
52
+2
| +4% | +$71 | ﹤0.01% | 599 |
|
|
2024
Q4 | $1.79K | Buy |
50
+9
| +22% | +$322 | ﹤0.01% | 596 |
|
|
2024
Q3 | $1.5K | Sell |
41
-545
| -93% | -$20K | ﹤0.01% | 613 |
|
|
2024
Q2 | $20.3K | Buy |
586
+14
| +2% | +$486 | ﹤0.01% | 382 |
|
|
2024
Q1 | $19.5K | Buy |
572
+5
| +0.9% | +$170 | ﹤0.01% | 396 |
|
|
2023
Q4 | $18.2K | Buy |
567
+2
| +0.4% | +$64 | ﹤0.01% | 404 |
|
|
2023
Q3 | $16.6K | Buy |
565
+6
| +1% | +$176 | ﹤0.01% | 403 |
|
|
2023
Q2 | $17.2K | Sell |
559
-1
| -0.2% | -$31 | ﹤0.01% | 404 |
|
|
2023
Q1 | $16.5K | Buy |
560
+7
| +1% | +$207 | ﹤0.01% | 416 |
|
|
2022
Q4 | $15.3K | Hold |
553
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $14K | Buy |
553
+2
| +0.4% | +$51 | ﹤0.01% | 418 |
|
|
2022
Q2 | $15K | Buy |
551
+3
| +0.5% | +$82 | ﹤0.01% | 438 |
|
|
2022
Q1 | $18K | Buy |
548
+280
| +104% | +$9.2K | ﹤0.01% | 420 |
|
|
2021
Q4 | $9K | Buy |
268
+8
| +3% | +$269 | ﹤0.01% | 536 |
|
|
2021
Q3 | $9K | Buy |
260
+176
| +210% | +$6.09K | ﹤0.01% | 527 |
|
|
2021
Q2 | $3K | Buy |
84
+39
| +87% | +$1.39K | ﹤0.01% | 587 |
|
|
2021
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 622 |
|