Syverson Strege & Co’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-85	Closed	-$2.51K	–	225
2023 Q1	$2.51K	Hold	85	–	–	﹤0.01%	443
2022 Q4	$2.36K	Hold	85	–	–	﹤0.01%	254
2022 Q3	$2K	Hold	85	–	–	﹤0.01%	246
2022 Q2	$2K	Buy	85 +38	+81%	+$1.13K	﹤0.01%	292
2022 Q1	$2K	Buy	47 +25	+114%	+$811	﹤0.01%	270
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	285
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	427
2021 Q2	$1K	Buy	+22	New	+$724	﹤0.01%	260

Other funds holding EAOA

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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

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

KHC

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

MWM

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Syverson Strege & Co's EAOA Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2023, closing a stake of 85 shares — an estimated $2.51K sold.

Syverson Strege & Co first reported a position in EAOA in Q2 2021 and held it in 8 quarters. The position peaked at $2.51K in Q1 2023. 14 funds tracked by Wall St. Rank hold EAOA as of Q2 2023.

Syverson Strege & Co reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 85 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2023, an estimated $2.51K.
Syverson Strege & Co first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2021 and held it in 8 quarters.
Syverson Strege & Co's iShares ESG Aware Aggressive Allocation ETF position peaked at $2.51K in Q1 2023.
14 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.