Sax Wealth Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
7,690
| – | – | 0.02% | 341 |
|
|
2025
Q1 | $272K | Buy |
7,690
+42
| +0.5% | +$1.49K | 0.02% | 310 |
|
|
2024
Q4 | $273K | Hold |
7,648
| – | – | 0.02% | 277 |
|
|
2024
Q3 | $280K | Sell |
7,648
-152
| -2% | -$5.57K | 0.03% | 228 |
|
|
2024
Q2 | $271K | Hold |
7,800
| – | – | 0.03% | 225 |
|
|
2024
Q1 | $266K | Buy |
7,800
+200
| +3% | +$6.82K | 0.03% | 157 |
|
|
2023
Q4 | $244K | Hold |
7,600
| – | – | 0.04% | 165 |
|
|
2023
Q3 | $223K | Sell |
7,600
-150
| -2% | -$4.41K | 0.04% | 163 |
|
|
2023
Q2 | $239K | Buy |
7,750
+100
| +1% | +$3.08K | 0.05% | 150 |
|
|
2023
Q1 | $226K | Buy |
+7,650
| New | +$226K | 0.05% | 158 |
|