UBS Group’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
+811
| New | +$23.4K | ﹤0.01% | 7024 |
|
|
2025
Q1 | – | Sell |
-252
| Closed | -$6.91K | – | 8958 |
|
|
2024
Q4 | $6.91K | Buy |
252
+187
| +288% | +$5.12K | ﹤0.01% | 7283 |
|
|
2024
Q3 | $1.85K | Buy |
65
+64
| +6,400% | +$1.82K | ﹤0.01% | 7322 |
|
|
2024
Q2 | $27 | Buy |
+1
| New | +$27 | ﹤0.01% | 8118 |
|
|
2023
Q1 | – | Sell |
-6,774
| Closed | -$164K | – | 8576 |
|
|
2022
Q4 | $164K | Buy |
6,774
+6,022
| +801% | +$146K | ﹤0.01% | 4538 |
|
|
2022
Q3 | $18K | Buy |
752
+68
| +10% | +$1.63K | ﹤0.01% | 6422 |
|
|
2022
Q2 | $17K | Buy |
684
+108
| +19% | +$2.68K | ﹤0.01% | 6051 |
|
|
2022
Q1 | $16K | Buy |
576
+400
| +227% | +$11.1K | ﹤0.01% | 6688 |
|
|
2021
Q4 | $5K | Buy |
176
+175
| +17,500% | +$4.97K | ﹤0.01% | 8264 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 8440 |
|
|
2021
Q1 | – | Sell |
-198
| Closed | -$6K | – | 7969 |
|
|
2020
Q4 | $6K | Buy |
198
+32
| +19% | +$970 | ﹤0.01% | 6724 |
|
|
2020
Q3 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 6514 |
|