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Private Capital Management (Colorado)’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Private Capital Management (Colorado)’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
Q4 		– Sell
-1,612
Closed -$52.1K – 232
2024
Q3 		$52.1K Hold
1,612
– – 0.01% 231
2024
Q2 		$49.5K Hold
1,612
– – 0.01% 187
2024
Q1 		$49K Buy
+1,612
New +$47.5K 0.01% 190

Other funds holding EAOR

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Capital Management (Colorado)'s EAOR Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q4 2024, closing a stake of 1,612 shares — an estimated $52.1K sold.

Private Capital Management (Colorado) first reported a position in EAOR in Q1 2024 and held it in 3 quarters. The position peaked at $52.1K in Q3 2024. 15 funds tracked by Wall St. Rank hold EAOR as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 1,612 iShares ESG Aware Growth Allocation ETF shares in Q4 2024, an estimated $52.1K.
  • Private Capital Management (Colorado) first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2024 and held it in 3 quarters.
  • Private Capital Management (Colorado)'s iShares ESG Aware Growth Allocation ETF position peaked at $52.1K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.