Citadel Advisors’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Citadel Advisors’s Portfolio EAOM Stock Details EAOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$526K	Buy	+17,705	New	+$536K	﹤0.01%	9179
2025 Q4	–	Sell	-16,748	Closed	-$502K	–	12944
2025 Q3	$502K	Sell	16,748 -2,582	-13%	-$75.4K	﹤0.01%	9132
2025 Q2	$559K	Buy	+19,330	New	+$536K	﹤0.01%	8379
2025 Q1	–	Sell	-9,807	Closed	-$269K	–	14696
2024 Q4	$269K	Buy	+9,807	New	+$274K	﹤0.01%	9878
2024 Q3	–	Sell	-7,850	Closed	-$213K	–	14430
2024 Q2	$213K	Sell	7,850 -4,186	-35%	-$112K	﹤0.01%	9790
2024 Q1	$325K	Buy	+12,036	New	+$318K	﹤0.01%	9276
2022 Q3	–	Sell	-45,334	Closed	-$1.13M	–	12840
2022 Q2	$1.13M	Buy	45,334 +6,110	+16%	+$157K	﹤0.01%	6755
2022 Q1	$1.07M	Buy	+39,224	New	+$1.09M	﹤0.01%	7526
2021 Q4	–	Sell	-17,237	Closed	-$494K	–	13982
2021 Q3	$494K	Sell	17,237 -10,595	-38%	-$308K	﹤0.01%	9900
2021 Q2	$805K	Buy	27,832 +20,584	+284%	+$587K	﹤0.01%	8925
2021 Q1	$202K	Buy	+7,248	New	+$202K	﹤0.01%	11681

Other funds holding EAOM

BDFN

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

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Financial Avengers Oakland, California $219M AUM 26.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's EAOM Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares ESG Aware Moderate Allocation ETF (EAOM) in Q1 2026: 17,705 shares worth $526K. The stake represents ﹤0.01% of the portfolio and ranks #9179 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in EAOM as recently as Q3 2025.

Citadel Advisors first reported a position in EAOM in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.13M in Q2 2022. 10 funds tracked by Wall St. Rank hold EAOM as of Q1 2026.

Citadel Advisors held 17,705 shares of iShares ESG Aware Moderate Allocation ETF worth $526K as of Q1 2026.
iShares ESG Aware Moderate Allocation ETF was a new Citadel Advisors position in Q1 2026.
iShares ESG Aware Moderate Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9179 holding.
Citadel Advisors first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2021 and has held it in 11 quarters since.
Citadel Advisors's iShares ESG Aware Moderate Allocation ETF position peaked at $1.13M in Q2 2022.
10 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2026.

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