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

Birchwood Financial Partners’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	$121K	Buy	2,654 +1,426	+116%	+$62.7K	0.1%	115
2026 Q1	$49.8K	Buy	1,228 +179	+17%	+$7.5K	0.05%	165
2025 Q4	$43.4K	Buy	+1,049	New	+$43.2K	0.04%	175

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

Birchwood Financial Partners's EAOA Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 116% in Q2 2026, buying an estimated $62.7K and bringing the position to 2,654 shares worth $121K. The position accounts for 0.1% of the portfolio, ranked #115.

Birchwood Financial Partners first reported a position in EAOA in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Birchwood Financial Partners held 2,654 shares of iShares ESG Aware Aggressive Allocation ETF worth $121K as of Q2 2026.
Birchwood Financial Partners bought 1,426 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $62.7K.
iShares ESG Aware Aggressive Allocation ETF made up 0.1% of Birchwood Financial Partners's portfolio in Q2 2026, its #115 holding.
Birchwood Financial Partners first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2025 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.