BFP
EAOR

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

Birchwood Financial Partners’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 		$157K Buy
4,133
+2,810
+212% +$104K 0.13% 98
2026
Q1 		$46K Buy
1,323
+475
+56% +$17K 0.04% 170
2025
Q4 		$30K Buy
+848
New +$29.9K 0.03% 214

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Birchwood Financial Partners increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 212% in Q2 2026, buying an estimated $104K and bringing the position to 4,133 shares worth $157K. The position accounts for 0.13% of the portfolio, ranked #98.

Birchwood Financial Partners first reported a position in EAOR in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Birchwood Financial Partners held 4,133 shares of iShares ESG Aware Growth Allocation ETF worth $157K as of Q2 2026.
  • Birchwood Financial Partners bought 2,810 iShares ESG Aware Growth Allocation ETF shares in Q2 2026, an estimated $104K.
  • iShares ESG Aware Growth Allocation ETF made up 0.13% of Birchwood Financial Partners's portfolio in Q2 2026, its #98 holding.
  • Birchwood Financial Partners first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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