FA
EAOM

Financial Avengers’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Financial Avengers’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 		$40.2K Buy
1,277
+402
+46% +$12.4K 0.02% 70
2026
Q1 		$26K Buy
+875
New +$26.5K 0.01% 82

Other funds holding EAOM

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $160M AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Avengers's EAOM Position: Q2 2026 in Review

Financial Avengers increased its iShares ESG Aware Moderate Allocation ETF (EAOM) stake by 46% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,277 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #70.

Financial Avengers first reported a position in EAOM in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

  • Financial Avengers held 1,277 shares of iShares ESG Aware Moderate Allocation ETF worth $40.2K as of Q2 2026.
  • Financial Avengers bought 402 iShares ESG Aware Moderate Allocation ETF shares in Q2 2026, an estimated $12.4K.
  • iShares ESG Aware Moderate Allocation ETF made up 0.02% of Financial Avengers's portfolio in Q2 2026, its #70 holding.
  • Financial Avengers first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.