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Halbert Hargrove Global Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Halbert Hargrove Global Advisors’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 		$10.3K Buy
227
+1
+0.4% +$44 ﹤0.01% 308
2026
Q1 		$9.17K Buy
226
+119
+111% +$4.99K ﹤0.01% 292
2025
Q4 		$4.44K Buy
107
+1
+0.9% +$41 ﹤0.01% 326
2025
Q3 		$4.32K Buy
+106
New +$4.17K ﹤0.01% 441

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Halbert Hargrove Global Advisors's EAOA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 0.44% in Q2 2026, buying an estimated $44 and bringing the position to 227 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Halbert Hargrove Global Advisors first reported a position in EAOA in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • Halbert Hargrove Global Advisors held 227 shares of iShares ESG Aware Aggressive Allocation ETF worth $10.3K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 1 iShares ESG Aware Aggressive Allocation ETF share in Q2 2026, an estimated $44.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #308 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.