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Advisornet Financial’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Advisornet Financial’s Portfolio EAOR Stock Details EAOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
10,553
-128
-1% -$4.73K 0.02% 473
2026
Q1 		$372K Buy
10,681
+4,863
+84% +$174K 0.02% 452
2025
Q4 		$206K Buy
5,818
+40
+0.7% +$1.41K 0.01% 602
2025
Q3 		$202K Buy
5,778
+220
+4% +$7.47K 0.01% 599
2025
Q2 		$186K Sell
5,558
-350
-6% -$11.1K 0.01% 589
2025
Q1 		$185K Buy
5,908
+398
+7% +$12.6K 0.01% 563
2024
Q4 		$173K Sell
5,510
-491
-8% -$15.7K 0.01% 542
2024
Q3 		$194K Buy
6,001
+5,929
+8,235% +$185K 0.01% 530
2024
Q2 		$2.21K Hold
72
– – ﹤0.01% 1617
2024
Q1 		$2.19K Hold
72
– – ﹤0.01% 1582
2023
Q4 		$2.09K Hold
72
– – ﹤0.01% 1702
2023
Q3 		$1.94K Hold
72
– – ﹤0.01% 1639
2023
Q2 		$2.02K Hold
72
– – ﹤0.01% 1714
2023
Q1 		$1.97K Hold
72
– – ﹤0.01% 1712
2022
Q4 		$1.87K Buy
72
+7
+11% +$180 ﹤0.01% 1684
2022
Q3 		$2K Hold
65
– – ﹤0.01% 1664
2022
Q2 		$2K Buy
65
+35
+117% +$969 ﹤0.01% 1680
2022
Q1 		$1K Hold
30
– – ﹤0.01% 1874
2021
Q4 		$1K Buy
+30
New +$946 ﹤0.01% 1912

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Advisornet Financial's EAOR Position: Q2 2026 in Review

Advisornet Financial reduced its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 1.2% in Q2 2026, selling an estimated $4.73K and leaving 10,553 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #473.

Advisornet Financial first reported a position in EAOR in Q4 2021 and has held it in 19 quarters since. 9 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Advisornet Financial held 10,553 shares of iShares ESG Aware Growth Allocation ETF worth $400K as of Q2 2026.
  • Advisornet Financial sold 128 iShares ESG Aware Growth Allocation ETF shares in Q2 2026, an estimated $4.73K.
  • iShares ESG Aware Growth Allocation ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #473 holding.
  • Advisornet Financial first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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