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

CoreCap 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	$75K	Buy	2,385 +166	+7%	+$5.13K	﹤0.01%	1235
2026 Q1	$66K	Sell	2,219 -98	-4%	-$2.97K	﹤0.01%	1186
2025 Q4	$69.6K	Hold	2,317	–	–	﹤0.01%	1169
2025 Q3	$69.4K	Sell	2,317 -175	-7%	-$5.11K	﹤0.01%	1179
2025 Q2	$72K	Hold	2,492	–	–	﹤0.01%	1098
2025 Q1	$68.9K	Buy	2,492 +2,010	+417%	+$55.8K	﹤0.01%	1035
2024 Q4	$13.2K	Buy	+482	New	+$13.5K	﹤0.01%	1675

Other funds holding EAOM

BDFN

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

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

MWM

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

CoreCap Advisors's EAOM Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware Moderate Allocation ETF (EAOM) stake by 7.5% in Q2 2026, buying an estimated $5.13K and bringing the position to 2,385 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

CoreCap Advisors first reported a position in EAOM in Q4 2024 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

CoreCap Advisors held 2,385 shares of iShares ESG Aware Moderate Allocation ETF worth $75K as of Q2 2026.
CoreCap Advisors bought 166 iShares ESG Aware Moderate Allocation ETF shares in Q2 2026, an estimated $5.13K.
iShares ESG Aware Moderate Allocation ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1235 holding.
CoreCap Advisors first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

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