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Advisornet Financial’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Advisornet Financial’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
2026
Q2 		$4.54K Hold
100
– – ﹤0.01% 1780
2026
Q1 		$4.05K Sell
100
-139
-58% -$5.82K ﹤0.01% 1780
2025
Q4 		$9.89K Hold
239
– – ﹤0.01% 1550
2025
Q3 		$9.75K Hold
239
– – ﹤0.01% 1530
2025
Q2 		$9.21K Hold
239
– – ﹤0.01% 1504
2025
Q1 		$8.46K Hold
239
– – ﹤0.01% 1466
2024
Q4 		$8.54K Hold
239
– – ﹤0.01% 1363
2024
Q3 		$8.76K Buy
+239
New +$8.42K ﹤0.01% 1451

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Advisornet Financial's EAOA Position: Q2 2026 in Review

Advisornet Financial held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q2 2026 at 100 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Advisornet Financial first reported a position in EAOA in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.89K in Q4 2025. 10 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • Advisornet Financial held 100 shares of iShares ESG Aware Aggressive Allocation ETF worth $4.54K as of Q2 2026.
  • Advisornet Financial left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1780 holding.
  • Advisornet Financial first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2024 and has held it in 8 quarters since.
  • Advisornet Financial's iShares ESG Aware Aggressive Allocation ETF position peaked at $9.89K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.