Gould Capital’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Gould Capital’s Portfolio EAOA Stock Details EAOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.6K	Buy	1,467 +290	+25%	+$12.8K	0.04%	83
2026 Q1	$47.7K	Hold	1,177	–	–	0.03%	85
2025 Q4	$48.7K	Hold	1,177	–	–	0.03%	85
2025 Q3	$48K	Hold	1,177	–	–	0.03%	87
2025 Q2	$45.4K	Buy	1,177 +169	+17%	+$6.1K	0.03%	85
2025 Q1	$35.7K	Hold	1,008	–	–	0.02%	92
2024 Q4	$36K	Hold	1,008	–	–	0.03%	90
2024 Q3	$36.9K	Hold	1,008	–	–	0.02%	91
2024 Q2	$35K	Buy	1,008 +823	+445%	+$27.9K	0.02%	94
2024 Q1	$6.3K	Hold	185	–	–	﹤0.01%	158
2023 Q4	$5.93K	Hold	185	–	–	﹤0.01%	168
2023 Q3	$5.4K	Hold	185	–	–	﹤0.01%	161
2023 Q2	$5.7K	Hold	185	–	–	﹤0.01%	162
2023 Q1	$5.46K	Buy	185 +125	+208%	+$3.63K	﹤0.01%	167
2022 Q4	$1.67K	Hold	60	–	–	﹤0.01%	187
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	177
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	184
2022 Q1	$2K	Buy	+60	New	+$1.95K	﹤0.01%	179

Other funds holding EAOA

CPCM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

BDFN

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Gould Capital's EAOA Position: Q2 2026 in Review

Gould Capital increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 25% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,467 shares worth $66.6K. The position accounts for 0.04% of the portfolio, ranked #83.

Gould Capital first reported a position in EAOA in Q1 2022 and has held it in 18 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Gould Capital held 1,467 shares of iShares ESG Aware Aggressive Allocation ETF worth $66.6K as of Q2 2026.
Gould Capital bought 290 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $12.8K.
iShares ESG Aware Aggressive Allocation ETF made up 0.04% of Gould Capital's portfolio in Q2 2026, its #83 holding.
Gould Capital first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2022 and has held it in 18 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.