BCM
EAOM icon

Brookstone Capital Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Brookstone Capital Management’s Portfolio EAOM Stock Details EAOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,412
Closed -$203K – 1025
2024
Q4 		$203K Buy
7,412
+95
+1% +$2.66K ﹤0.01% 951
2024
Q3 		$208K Sell
7,317
-497
-6% -$13.8K ﹤0.01% 955
2024
Q2 		$215K Buy
7,814
+273
+4% +$7.29K ﹤0.01% 892
2024
Q1 		$204K Buy
+7,541
New +$199K ﹤0.01% 882

Other funds holding EAOM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Brookstone Capital Management's EAOM Position: Q1 2025 in Review

Brookstone Capital Management sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q1 2025, closing a stake of 7,412 shares — an estimated $203K sold.

Brookstone Capital Management first reported a position in EAOM in Q1 2024 and held it in 4 quarters. The position peaked at $215K in Q2 2024. 5 funds tracked by Wall St. Rank hold EAOM as of Q1 2025.

  • Brookstone Capital Management reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 7,412 iShares ESG Aware Moderate Allocation ETF shares in Q1 2025, an estimated $203K.
  • Brookstone Capital Management first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2024 and held it in 4 quarters.
  • Brookstone Capital Management's iShares ESG Aware Moderate Allocation ETF position peaked at $215K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.