GFA
EAOR

Godfrey Financial Associates’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Godfrey Financial Associates’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 		$70.5K Hold
1,859
– – 0.05% 204
2026
Q1 		$64.7K Hold
1,859
– – 0.06% 202
2025
Q4 		$65.7K Buy
+1,859
New +$65.6K 0.06% 189

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
BFP
Birchwood Financial Partners Bloomington, Minnesota $122M AUM

Godfrey Financial Associates's EAOR Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares ESG Aware Growth Allocation ETF (EAOR) position steady in Q2 2026 at 1,859 shares worth $70.5K. The position accounts for 0.05% of the portfolio, ranked #204.

Godfrey Financial Associates first reported a position in EAOR in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Godfrey Financial Associates held 1,859 shares of iShares ESG Aware Growth Allocation ETF worth $70.5K as of Q2 2026.
  • Godfrey Financial Associates left its iShares ESG Aware Growth Allocation ETF share count unchanged in Q2 2026.
  • iShares ESG Aware Growth Allocation ETF made up 0.05% of Godfrey Financial Associates's portfolio in Q2 2026, its #204 holding.
  • Godfrey Financial Associates first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.