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Vestmark Advisory Solutions’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Vestmark Advisory Solutions’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
Q1 		– Sell
-9,162
Closed -$294K – 534
2023
Q4 		$294K Buy
+9,162
New +$276K 0.01% 418

Other funds holding EAOA

CPCM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PA
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

Vestmark Advisory Solutions's EAOA Position: Q1 2024 in Review

Vestmark Advisory Solutions sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2024, closing a stake of 9,162 shares — an estimated $294K sold.

Vestmark Advisory Solutions first reported a position in EAOA in Q4 2023 and held it in 1 quarter. The position peaked at $294K in Q4 2023. 18 funds tracked by Wall St. Rank hold EAOA as of Q1 2024.

  • Vestmark Advisory Solutions reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 9,162 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2024, an estimated $294K.
  • Vestmark Advisory Solutions first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Vestmark Advisory Solutions's iShares ESG Aware Aggressive Allocation ETF position peaked at $294K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2024.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2024, filed 15 May 2024.