IMA Advisory Services’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

IMA Advisory Services’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 Q1	$67.4K	Buy	1,936 +50	+3%	+$1.79K	0.01%	235
2025 Q4	$66.7K	Buy	1,886 +56	+3%	+$1.98K	0.01%	234
2025 Q3	$64.1K	Sell	1,830 -16,768	-90%	-$569K	0.01%	226
2025 Q2	$622K	Sell	18,598 -689	-4%	-$21.8K	0.07%	140
2025 Q1	$604K	Buy	19,287 +1,163	+6%	+$37K	0.07%	138
2024 Q4	$568K	Buy	+18,124	New	+$579K	0.07%	139

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IMA Advisory Services's EAOR Position: Q1 2026 in Review

IMA Advisory Services increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 2.7% in Q1 2026, buying an estimated $1.79K and bringing the position to 1,936 shares worth $67.4K. The position accounts for 0.01% of the portfolio, ranked #235.

IMA Advisory Services first reported a position in EAOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q2 2025. 17 funds tracked by Wall St. Rank hold EAOR as of Q1 2026.

IMA Advisory Services held 1,936 shares of iShares ESG Aware Growth Allocation ETF worth $67.4K as of Q1 2026.
IMA Advisory Services bought 50 iShares ESG Aware Growth Allocation ETF shares in Q1 2026, an estimated $1.79K.
iShares ESG Aware Growth Allocation ETF made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #235 holding.
IMA Advisory Services first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2024 and has held it in 6 quarters since.
IMA Advisory Services's iShares ESG Aware Growth Allocation ETF position peaked at $622K in Q2 2025.
17 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.