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Cardinal Point Capital Management’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Cardinal Point Capital Management’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 		$2.04M Sell
53,915
-7,655
-12% -$283K 0.12% 89
2026
Q1 		$2.14M Sell
61,570
-90
-0.1% -$3.21K 0.13% 78
2025
Q4 		$2.18M Sell
61,660
-205
-0.3% -$7.23K 0.14% 77
2025
Q3 		$2.16M Buy
61,865
+5,260
+9% +$179K 0.15% 78
2025
Q2 		$1.89M Buy
56,605
+8,115
+17% +$257K 0.15% 72
2025
Q1 		$1.52M Sell
48,490
-3,890
-7% -$124K 0.14% 74
2024
Q4 		$1.64M Buy
52,380
+3,640
+7% +$116K 0.26% 27
2024
Q3 		$1.58M Sell
48,740
-8,315
-15% -$260K 0.26% 25
2024
Q2 		$1.75M Hold
57,055
– – 0.3% 25
2024
Q1 		$1.73M Buy
57,055
+16,210
+40% +$477K 0.33% 22
2023
Q4 		$1.19M Buy
40,845
+15,110
+59% +$415K 0.29% 22
2023
Q3 		$692K Sell
25,735
-1,810
-7% -$50.3K 0.18% 33
2023
Q2 		$775K Hold
27,545
– – 0.23% 32
2023
Q1 		$754K Buy
27,545
+255
+0.9% +$6.87K 0.23% 40
2022
Q4 		$707K Buy
+27,290
New +$703K 0.24% 34

Other funds holding EAOR

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Cardinal Point Capital Management reduced its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 12% in Q2 2026, selling an estimated $283K and leaving 53,915 shares worth $2.04M. The position accounts for 0.12% of the portfolio, ranked #89.

Cardinal Point Capital Management first reported a position in EAOR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q4 2025. 5 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Cardinal Point Capital Management held 53,915 shares of iShares ESG Aware Growth Allocation ETF worth $2.04M as of Q2 2026.
  • Cardinal Point Capital Management sold 7,655 iShares ESG Aware Growth Allocation ETF shares in Q2 2026, an estimated $283K.
  • iShares ESG Aware Growth Allocation ETF made up 0.12% of Cardinal Point Capital Management's portfolio in Q2 2026, its #89 holding.
  • Cardinal Point Capital Management first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Point Capital Management's iShares ESG Aware Growth Allocation ETF position peaked at $2.18M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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