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

CoreCap 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
Q2 		$57.1K Sell
1,257
-242
-16% -$10.6K ﹤0.01% 1347
2026
Q1 		$60.8K Buy
1,499
+151
+11% +$6.33K ﹤0.01% 1218
2025
Q4 		$55.8K Hold
1,348
– – ﹤0.01% 1276
2025
Q3 		$55K Buy
1,348
+18
+1% +$708 ﹤0.01% 1286
2025
Q2 		$51.3K Buy
1,330
+56
+4% +$2.02K ﹤0.01% 1251
2025
Q1 		$45.1K Buy
1,274
+72
+6% +$2.61K ﹤0.01% 1210
2024
Q4 		$42.9K Buy
1,202
+139
+13% +$5.07K ﹤0.01% 1254
2024
Q3 		$39K Hold
1,063
– – ﹤0.01% 1301
2024
Q2 		$36.9K Buy
1,063
+161
+18% +$5.45K ﹤0.01% 740
2024
Q1 		$30.7K Buy
+902
New +$29.5K ﹤0.01% 1305
2022
Q4 		$16.2K Buy
+583
New +$16.1K ﹤0.01% 1376
2022
Q3 		– Sell
-509
Closed -$14K – 940
2022
Q2 		$14K Buy
+509
New +$15.1K ﹤0.01% 1366
2022
Q1 		– Sell
-533
Closed -$18K – 947
2021
Q4 		$18K Buy
+533
New +$18.2K ﹤0.01% 1357

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CoreCap Advisors's EAOA Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 16% in Q2 2026, selling an estimated $10.6K and leaving 1,257 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

CoreCap Advisors first reported a position in EAOA in Q4 2021 and has held it in 13 quarters since. The position peaked at $60.8K in Q1 2026. 10 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • CoreCap Advisors held 1,257 shares of iShares ESG Aware Aggressive Allocation ETF worth $57.1K as of Q2 2026.
  • CoreCap Advisors sold 242 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $10.6K.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1347 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares ESG Aware Aggressive Allocation ETF position peaked at $60.8K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.