Harbour Investments’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Harbour Investments’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	$218K	Buy	+4,805	New	+$211K	﹤0.01%	1563

Other funds holding EAOA

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

JP Morgan Chase

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

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

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

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

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Birchwood Financial Partners Bloomington, Minnesota $122M AUM

Gould Capital Tacoma, Washington $179M AUM 23.23% 1-Year Est. Return

Harbour Investments's EAOA Position: Q2 2026 in Review

Harbour Investments opened a new position in iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2026: 4,805 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings.

20 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Harbour Investments held 4,805 shares of iShares ESG Aware Aggressive Allocation ETF worth $218K as of Q2 2026.
iShares ESG Aware Aggressive Allocation ETF was a new Harbour Investments position in Q2 2026.
iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1563 holding.
20 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.