Retirement Capital Strategies’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25,421	Closed	-$741K	–	67
2021 Q4	$741K	Buy	+25,421	New	+$739K	0.27%	43

Other funds holding EAOM

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

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

Retirement Capital Strategies sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q1 2022, closing a stake of 25,421 shares — an estimated $741K sold.

Retirement Capital Strategies first reported a position in EAOM in Q4 2021 and held it in 1 quarter. The position peaked at $741K in Q4 2021. 8 funds tracked by Wall St. Rank hold EAOM as of Q1 2022.

Retirement Capital Strategies reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Retirement Capital Strategies sold 25,421 iShares ESG Aware Moderate Allocation ETF shares in Q1 2022, an estimated $741K.
Retirement Capital Strategies first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2021 and held it in 1 quarter.
Retirement Capital Strategies's iShares ESG Aware Moderate Allocation ETF position peaked at $741K in Q4 2021.
8 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2022.

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