Citadel Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Citadel Advisors’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 Q1	$586K	Buy	14,448 +5,586	+63%	+$234K	﹤0.01%	8919
2025 Q4	$367K	Sell	8,862 -5,019	-36%	-$207K	﹤0.01%	9722
2025 Q3	$566K	Buy	13,881 +1,788	+15%	+$70.3K	﹤0.01%	8831
2025 Q2	$466K	Buy	12,093 +4,804	+66%	+$173K	﹤0.01%	8796
2025 Q1	$258K	Sell	7,289 -524	-7%	-$19K	﹤0.01%	9921
2024 Q4	$279K	Sell	7,813 -2,231	-22%	-$81.3K	﹤0.01%	9800
2024 Q3	$368K	Sell	10,044 -13,024	-56%	-$459K	﹤0.01%	8881
2024 Q2	$800K	Buy	23,068 +14,054	+156%	+$476K	﹤0.01%	7042
2024 Q1	$307K	Sell	9,014 -5,976	-40%	-$196K	﹤0.01%	9403
2023 Q4	$481K	Sell	14,990 -13,756	-48%	-$415K	﹤0.01%	8210
2023 Q3	$845K	Buy	+28,746	New	+$876K	﹤0.01%	6934
2022 Q4	–	Sell	-10,379	Closed	-$269K	–	14970
2022 Q3	$269K	Sell	10,379 -4,991	-32%	-$142K	﹤0.01%	9808
2022 Q2	$429K	Buy	+15,370	New	+$456K	﹤0.01%	8992
2022 Q1	–	Sell	-16,251	Closed	-$559K	–	13797
2021 Q4	$559K	Buy	16,251 +6,350	+64%	+$217K	﹤0.01%	9422
2021 Q3	$327K	Sell	9,901 -26,411	-73%	-$892K	﹤0.01%	10881
2021 Q2	$1.22M	Buy	36,312 +26,252	+261%	+$863K	﹤0.01%	7827
2021 Q1	$319K	Buy	+10,060	New	+$316K	﹤0.01%	10710
2020 Q4	–	Sell	-31,069	Closed	-$850K	–	11032
2020 Q3	$850K	Buy	+31,069	New	+$843K	﹤0.01%	6327

Other funds holding EAOA

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Citadel Advisors's EAOA Position: Q1 2026 in Review

Citadel Advisors increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 63% in Q1 2026, buying an estimated $234K and bringing the position to 14,448 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #8919.

Citadel Advisors first reported a position in EAOA in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.22M in Q2 2021. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

Citadel Advisors held 14,448 shares of iShares ESG Aware Aggressive Allocation ETF worth $586K as of Q1 2026.
Citadel Advisors bought 5,586 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2026, an estimated $234K.
iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8919 holding.
Citadel Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2020 and has held it in 18 quarters since.
Citadel Advisors's iShares ESG Aware Aggressive Allocation ETF position peaked at $1.22M in Q2 2021.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.