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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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. 23 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.
23 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.