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Retirement Capital Strategies’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Retirement Capital Strategies’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
2022
Q1 		– Sell
-19,285
Closed -$612K – 68
2021
Q4 		$612K Buy
+19,285
New +$608K 0.22% 47

Other funds holding EAOR

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPWMP
Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
GC
Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Retirement Capital Strategies sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q1 2022, closing a stake of 19,285 shares — an estimated $612K sold.

Retirement Capital Strategies first reported a position in EAOR in Q4 2021 and held it in 1 quarter. The position peaked at $612K in Q4 2021. 11 funds tracked by Wall St. Rank hold EAOR as of Q1 2022.

  • Retirement Capital Strategies reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 19,285 iShares ESG Aware Growth Allocation ETF shares in Q1 2022, an estimated $612K.
  • Retirement Capital Strategies first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares ESG Aware Growth Allocation ETF position peaked at $612K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2022.

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