AI
EAOA icon

Atria Investments’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-5,877
Closed -$210K – 1918
2024
Q4 		$210K Buy
5,877
+230
+4% +$8.38K ﹤0.01% 1758
2024
Q3 		$207K Buy
+5,647
New +$199K ﹤0.01% 1817

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 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 $205M AUM 19.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Atria Investments's EAOA Position: Q1 2025 in Review

Atria Investments sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2025, closing a stake of 5,877 shares — an estimated $210K sold.

Atria Investments first reported a position in EAOA in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 17 funds tracked by Wall St. Rank hold EAOA as of Q1 2025.

  • Atria Investments reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 5,877 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2025, an estimated $210K.
  • Atria Investments first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2024 and held it in 2 quarters.
  • Atria Investments's iShares ESG Aware Aggressive Allocation ETF position peaked at $210K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.