Retirement Capital Strategies’s iShares ESG Aware Conservative Allocation ETF EAOK Stock Holding History

Retirement Capital Strategies’s Portfolio EAOK Stock Details EAOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-29,241	Closed	-$817K	–	66
2021 Q4	$817K	Buy	+29,241	New	+$815K	0.3%	41

Other funds holding EAOK

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Retirement Capital Strategies sold out of iShares ESG Aware Conservative Allocation ETF (EAOK) in Q1 2022, closing a stake of 29,241 shares — an estimated $817K sold.

Retirement Capital Strategies first reported a position in EAOK in Q4 2021 and held it in 1 quarter. The position peaked at $817K in Q4 2021. 3 funds tracked by Wall St. Rank hold EAOK as of Q1 2022.

Retirement Capital Strategies reported no remaining iShares ESG Aware Conservative Allocation ETF position as of Q1 2022 after selling out during the quarter.
Retirement Capital Strategies sold 29,241 iShares ESG Aware Conservative Allocation ETF shares in Q1 2022, an estimated $817K.
Retirement Capital Strategies first reported a position in iShares ESG Aware Conservative Allocation ETF in Q4 2021 and held it in 1 quarter.
Retirement Capital Strategies's iShares ESG Aware Conservative Allocation ETF position peaked at $817K in Q4 2021.
3 funds tracked by Wall St. Rank held iShares ESG Aware Conservative Allocation ETF as of Q1 2022.

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