Tarbox Family Office’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Tarbox Family Office’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
2022 Q1	–	Sell	-253	Closed	-$9K	–	1091
2021 Q4	$9K	Buy	253 +2	+0.8%	+$68	﹤0.01%	468
2021 Q3	$8K	Buy	251 +1	+0.4%	+$34	﹤0.01%	523
2021 Q2	$8K	Buy	250 +5	+2%	+$164	﹤0.01%	523
2021 Q1	$8K	Hold	245	–	–	﹤0.01%	449
2020 Q4	$7K	Hold	245	–	–	﹤0.01%	453
2020 Q3	$7K	Buy	+245	New	+$6.65K	﹤0.01%	434

Other funds holding EAOA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gould Capital Tacoma, Washington $165M AUM 19.29% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tarbox Family Office's EAOA Position: Q1 2022 in Review

Tarbox Family Office sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2022, closing a stake of 253 shares — an estimated $9K sold.

Tarbox Family Office first reported a position in EAOA in Q3 2020 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 10 funds tracked by Wall St. Rank hold EAOA as of Q1 2022.

Tarbox Family Office reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 253 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2022, an estimated $9K.
Tarbox Family Office first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2020 and held it in 6 quarters.
Tarbox Family Office's iShares ESG Aware Aggressive Allocation ETF position peaked at $9K in Q4 2021.
10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.