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 Q2	$391K	Sell	12,434 -5,271	-30%	-$163K	﹤0.01%	10488
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 $1.28T AUM 58.89% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

Planning Strategies Lancaster, Pennsylvania $160M AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors's EAOM Position: Q2 2026 in Review

Citadel Advisors reduced its iShares ESG Aware Moderate Allocation ETF (EAOM) stake by 30% in Q2 2026, selling an estimated $163K and leaving 12,434 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #10488.

Citadel Advisors first reported a position in EAOM in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2022. 10 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

Citadel Advisors held 12,434 shares of iShares ESG Aware Moderate Allocation ETF worth $391K as of Q2 2026.
Citadel Advisors sold 5,271 iShares ESG Aware Moderate Allocation ETF shares in Q2 2026, an estimated $163K.
iShares ESG Aware Moderate Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10488 holding.
Citadel Advisors first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2021 and has held it in 12 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 Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.