Cambridge Investment Research Advisors’s iShares ESG Aware Conservative Allocation ETF EAOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Buy
8,455
+61
+0.7% +$1.71K ﹤0.01% 3646
2026
Q1
$228K Buy
8,394
+35
+0.4% +$969 ﹤0.01% 3561
2025
Q4
$230K Buy
8,359
+104
+1% +$2.87K ﹤0.01% 3455
2025
Q3
$226K Buy
8,255
+71
+0.9% +$1.91K ﹤0.01% 3374
2025
Q2
$218K Buy
8,184
+60
+0.7% +$1.55K ﹤0.01% 3279
2025
Q1
$209K Buy
8,124
+34
+0.4% +$877 ﹤0.01% 3173
2024
Q4
$206K Buy
8,090
+94
+1% +$2.44K ﹤0.01% 3179
2024
Q3
$212K Buy
7,996
+69
+0.9% +$1.78K ﹤0.01% 3102
2024
Q2
$200K Buy
+7,927
New +$198K ﹤0.01% 3038

Cambridge Investment Research Advisors's EAOK Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG Aware Conservative Allocation ETF (EAOK) stake by 0.73% in Q2 2026, buying an estimated $1.71K and bringing the position to 8,455 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Cambridge Investment Research Advisors first reported a position in EAOK in Q2 2024 and has held it in 9 quarters since. 1 fund tracked by Wall St. Rank holds EAOK as of Q2 2026.

  • Cambridge Investment Research Advisors held 8,455 shares of iShares ESG Aware Conservative Allocation ETF worth $240K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 61 iShares ESG Aware Conservative Allocation ETF shares in Q2 2026, an estimated $1.71K.
  • iShares ESG Aware Conservative Allocation ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3646 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Aware Conservative Allocation ETF in Q2 2024 and has held it in 9 quarters since.
  • 1 fund tracked by Wall St. Rank held iShares ESG Aware Conservative Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.