Cardinal Point Capital Management’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Cardinal Point Capital Management’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	$1.77M	Buy	39,025 +5,485	+16%	+$241K	0.1%	96
2026 Q1	$1.36M	Buy	33,540 +55	+0.2%	+$2.3K	0.08%	103
2025 Q4	$1.39M	Buy	33,485 +115	+0.3%	+$4.74K	0.09%	102
2025 Q3	$1.35M	Buy	33,370 +1,825	+6%	+$71.8K	0.09%	102
2025 Q2	$1.22M	Hold	31,545	–	–	0.1%	96
2025 Q1	$1.12M	Sell	31,545 -3,255	-9%	-$118K	0.1%	83
2024 Q4	$1.24M	Hold	34,800	–	–	0.2%	33
2024 Q3	$1.28M	Sell	34,800 -7,580	-18%	-$267K	0.21%	31
2024 Q2	$1.47M	Buy	42,380 +200	+0.5%	+$6.77K	0.26%	27
2024 Q1	$1.44M	Hold	42,180	–	–	0.27%	24
2023 Q4	$1.35M	Buy	42,180 +5,920	+16%	+$179K	0.33%	21
2023 Q3	$1.07M	Buy	36,260 +1,760	+5%	+$53.6K	0.28%	24
2023 Q2	$1.06M	Buy	34,500 +3,160	+10%	+$94.2K	0.32%	24
2023 Q1	$925K	Hold	31,340	–	–	0.28%	30
2022 Q4	$870K	Buy	+31,340	New	+$863K	0.3%	29

Other funds holding EAOA

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Cardinal Point Capital Management's EAOA Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 16% in Q2 2026, buying an estimated $241K and bringing the position to 39,025 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #96.

Cardinal Point Capital Management first reported a position in EAOA in Q4 2022 and has held it in 15 quarters since. 6 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Cardinal Point Capital Management held 39,025 shares of iShares ESG Aware Aggressive Allocation ETF worth $1.77M as of Q2 2026.
Cardinal Point Capital Management bought 5,485 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $241K.
iShares ESG Aware Aggressive Allocation ETF made up 0.1% of Cardinal Point Capital Management's portfolio in Q2 2026, its #96 holding.
Cardinal Point Capital Management first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2022 and has held it in 15 quarters since.
6 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.