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Moisand Fitzgerald Tamayo’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Moisand Fitzgerald Tamayo’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
2024
Q1 		– Sell
-200
Closed -$6.42K – 597
2023
Q4 		$6.42K Buy
200
+1
+0.5% +$30 ﹤0.01% 396
2023
Q3 		$5.86K Buy
+199
New +$6.07K ﹤0.01% 409

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EAOA Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2024, closing a stake of 200 shares — an estimated $6.42K sold.

Moisand Fitzgerald Tamayo first reported a position in EAOA in Q3 2023 and held it in 2 quarters. The position peaked at $6.42K in Q4 2023. 18 funds tracked by Wall St. Rank hold EAOA as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 200 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2024, an estimated $6.42K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2023 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's iShares ESG Aware Aggressive Allocation ETF position peaked at $6.42K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.