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CGC Financial Services’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

CGC Financial Services’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 		$21.9K Hold
483
– – ﹤0.01% 178
2026
Q1 		$19.6K Hold
483
– – 0.01% 174
2025
Q4 		$20K Sell
483
-187
-28% -$7.7K 0.01% 182
2025
Q3 		$27.3K Sell
670
-8
-1% -$315 0.01% 170
2025
Q2 		$26.1K Hold
678
– – 0.01% 160
2025
Q1 		$24K Hold
678
– – 0.01% 149
2024
Q4 		$24.2K Hold
678
– – 0.01% 151
2024
Q3 		$24.8K Buy
678
+379
+127% +$13.4K 0.01% 144
2024
Q2 		$10.4K Buy
299
+13
+5% +$440 ﹤0.01% 199
2024
Q1 		$9.75K Buy
286
+32
+13% +$1.05K 0.01% 213
2023
Q4 		$8.14K Buy
254
+19
+8% +$573 ﹤0.01% 233
2023
Q3 		$6.9K Buy
235
+24
+11% +$732 ﹤0.01% 191
2023
Q2 		$6.5K Buy
+211
New +$6.29K ﹤0.01% 203

Other funds holding EAOA

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 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

CGC Financial Services's EAOA Position: Q2 2026 in Review

CGC Financial Services held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q2 2026 at 483 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

CGC Financial Services first reported a position in EAOA in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.3K in Q3 2025. 6 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • CGC Financial Services held 483 shares of iShares ESG Aware Aggressive Allocation ETF worth $21.9K as of Q2 2026.
  • CGC Financial Services left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #178 holding.
  • CGC Financial Services first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's iShares ESG Aware Aggressive Allocation ETF position peaked at $27.3K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.