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Reilly Financial Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$1K Hold
31
– – ﹤0.01% 1050
2021
Q3 		$1K Hold
31
– – ﹤0.01% 886
2021
Q2 		$1K Hold
31
– – ﹤0.01% 956
2021
Q1 		$1K Buy
+31
New +$973 ﹤0.01% 982

Other funds holding EAOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reilly Financial Advisors's EAOA Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q4 2021 at 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Reilly Financial Advisors first reported a position in EAOA in Q1 2021 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold EAOA as of Q4 2021.

  • Reilly Financial Advisors held 31 shares of iShares ESG Aware Aggressive Allocation ETF worth $1K as of Q4 2021.
  • Reilly Financial Advisors left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q4 2021.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1050 holding.
  • Reilly Financial Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2021 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.