Creative Planning
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Creative Planning’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Creative Planning’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
2025
Q2 		– Sell
-26,676
Closed -$836K – 3717
2025
Q1 		$836K Buy
+26,676
New +$848K ﹤0.01% 1860

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MWG
Martin Worley Group Cottonwood Heights, Utah $204M AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Creative Planning's EAOR Position: Q2 2025 in Review

Creative Planning sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q2 2025, closing a stake of 26,676 shares — an estimated $836K sold.

Creative Planning first reported a position in EAOR in Q1 2025 and held it in 1 quarter. The position peaked at $836K in Q1 2025. 10 funds tracked by Wall St. Rank hold EAOR as of Q2 2025.

  • Creative Planning reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 26,676 iShares ESG Aware Growth Allocation ETF shares in Q2 2025, an estimated $836K.
  • Creative Planning first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Creative Planning's iShares ESG Aware Growth Allocation ETF position peaked at $836K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.