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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

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

BFP

Birchwood Financial Partners Bloomington, Minnesota $122M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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. 19 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.
19 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.