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Retirement Capital Strategies’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Retirement Capital Strategies’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
2022
Q1 		– Sell
-12,939
Closed -$445K – 65
2021
Q4 		$445K Buy
+12,939
New +$442K 0.16% 50

Other funds holding EAOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Retirement Capital Strategies's EAOA Position: Q1 2022 in Review

Retirement Capital Strategies sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2022, closing a stake of 12,939 shares — an estimated $445K sold.

Retirement Capital Strategies first reported a position in EAOA in Q4 2021 and held it in 1 quarter. The position peaked at $445K in Q4 2021. 10 funds tracked by Wall St. Rank hold EAOA as of Q1 2022.

  • Retirement Capital Strategies reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 12,939 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2022, an estimated $445K.
  • Retirement Capital Strategies first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares ESG Aware Aggressive Allocation ETF position peaked at $445K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2022.

Based on Retirement Capital Strategies's 13F filing for Q1 2022, filed 21 Apr 2022.