Commonwealth Equity Services’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Commonwealth Equity 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
2025 Q1	–	Sell	-5,950	Closed	-$213K	–	4202
2024 Q4	$213K	Sell	5,950 -7	-0.1%	-$255	﹤0.01%	3703
2024 Q3	$218K	Sell	5,957 -1,298	-18%	-$45.7K	﹤0.01%	3621
2024 Q2	$252K	Sell	7,255 -2	-0%	-$68	﹤0.01%	3454
2024 Q1	$247K	Sell	7,257 -245	-3%	-$8.02K	﹤0.01%	3455
2023 Q4	$241K	Buy	7,502 +6	+0.1%	+$181	﹤0.01%	3353
2023 Q3	$220K	Hold	7,496	–	–	﹤0.01%	3295
2023 Q2	$231K	Buy	+7,496	New	+$223K	﹤0.01%	3267

Other funds holding EAOA

CPCM

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

SWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Commonwealth Equity Services's EAOA Position: Q1 2025 in Review

Commonwealth Equity Services sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2025, closing a stake of 5,950 shares — an estimated $213K sold.

Commonwealth Equity Services first reported a position in EAOA in Q2 2023 and held it in 7 quarters. The position peaked at $252K in Q2 2024. 17 funds tracked by Wall St. Rank hold EAOA as of Q1 2025.

Commonwealth Equity Services reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 5,950 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2025, an estimated $213K.
Commonwealth Equity Services first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2023 and held it in 7 quarters.
Commonwealth Equity Services's iShares ESG Aware Aggressive Allocation ETF position peaked at $252K in Q2 2024.
17 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.