Royal Bank of Canada’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Royal Bank of Canada’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
2024 Q2	–	Sell	-407	Closed	-$14K	–	7161
2024 Q1	$14K	Sell	407 -511	-56%	-$16.7K	﹤0.01%	6060
2023 Q4	$29K	Sell	918 -6	-0.6%	-$181	﹤0.01%	6195
2023 Q3	$27K	Buy	924 +494	+115%	+$15.1K	﹤0.01%	6075
2023 Q2	$13K	Sell	430 -18	-4%	-$536	﹤0.01%	6374
2023 Q1	$13K	Sell	448 -7	-2%	-$203	﹤0.01%	6190
2022 Q4	$13K	Sell	455 -4	-0.9%	-$110	﹤0.01%	6444
2022 Q3	$12K	Sell	459 -13	-3%	-$370	﹤0.01%	6341
2022 Q2	$13K	Sell	472 -13	-3%	-$386	﹤0.01%	6269
2022 Q1	$16K	Buy	485 +396	+445%	+$12.8K	﹤0.01%	6715
2021 Q4	$3K	Hold	89	–	–	﹤0.01%	7328
2021 Q3	$3K	Hold	89	–	–	﹤0.01%	7259
2021 Q2	$3K	Buy	+89	New	+$2.93K	﹤0.01%	7177

Other funds holding EAOA

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Royal Bank of Canada's EAOA Position: Q2 2024 in Review

Royal Bank of Canada sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2024, closing a stake of 407 shares — an estimated $14K sold.

Royal Bank of Canada first reported a position in EAOA in Q2 2021 and held it in 12 quarters. The position peaked at $29K in Q4 2023. 18 funds tracked by Wall St. Rank hold EAOA as of Q2 2024.

Royal Bank of Canada reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
Royal Bank of Canada sold 407 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2024, an estimated $14K.
Royal Bank of Canada first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2021 and held it in 12 quarters.
Royal Bank of Canada's iShares ESG Aware Aggressive Allocation ETF position peaked at $29K in Q4 2023.
18 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2024.

Based on Royal Bank of Canada's 13F filing for Q2 2024, filed 14 Aug 2024.