CoreCap Advisors’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

CoreCap Advisors’s Portfolio EAOR Stock Details EAOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.94K	Hold	104	–	–	﹤0.01%	2350
2026 Q1	$3.62K	Hold	104	–	–	﹤0.01%	2266
2025 Q4	$3.67K	Hold	104	–	–	﹤0.01%	2311
2025 Q3	$3.64K	Hold	104	–	–	﹤0.01%	2252
2025 Q2	$3.48K	Hold	104	–	–	﹤0.01%	2199
2025 Q1	$3.26K	Hold	104	–	–	﹤0.01%	2216
2024 Q4	$3.26K	Hold	104	–	–	﹤0.01%	2093
2024 Q3	$3.36K	Sell	104 -259	-71%	-$8.1K	﹤0.01%	2070
2024 Q2	$11.2K	Hold	363	–	–	﹤0.01%	1039
2024 Q1	$11K	Buy	+363	New	+$10.7K	﹤0.01%	1711
2022 Q4	$7.96K	Buy	+307	New	+$7.91K	﹤0.01%	1612
2022 Q3	–	Sell	-289	Closed	-$8K	–	941
2022 Q2	$8K	Buy	+289	New	+$8K	﹤0.01%	1534
2022 Q1	–	Sell	-274	Closed	-$9K	–	948
2021 Q4	$9K	Buy	+274	New	+$8.64K	﹤0.01%	1577

Other funds holding EAOR

CPCM

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

BDFN

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

MWM

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

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CoreCap Advisors's EAOR Position: Q2 2026 in Review

CoreCap Advisors held its iShares ESG Aware Growth Allocation ETF (EAOR) position steady in Q2 2026 at 104 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

CoreCap Advisors first reported a position in EAOR in Q4 2021 and has held it in 13 quarters since. The position peaked at $11.2K in Q2 2024. 9 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

CoreCap Advisors held 104 shares of iShares ESG Aware Growth Allocation ETF worth $3.94K as of Q2 2026.
CoreCap Advisors left its iShares ESG Aware Growth Allocation ETF share count unchanged in Q2 2026.
iShares ESG Aware Growth Allocation ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2350 holding.
CoreCap Advisors first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares ESG Aware Growth Allocation ETF position peaked at $11.2K in Q2 2024.
9 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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