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Coldstream Capital Management’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-872
Closed -$30.9K – 1740
2025
Q1 		$30.9K Buy
+872
New +$31.6K ﹤0.01% 1927

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Coldstream Capital Management's EAOA Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2025, closing a stake of 872 shares — an estimated $30.9K sold.

Coldstream Capital Management first reported a position in EAOA in Q1 2025 and held it in 1 quarter. The position peaked at $30.9K in Q1 2025. 22 funds tracked by Wall St. Rank hold EAOA as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 872 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2025, an estimated $30.9K.
  • Coldstream Capital Management first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares ESG Aware Aggressive Allocation ETF position peaked at $30.9K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.