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JNBA Financial Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

JNBA Financial 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 		– Sell
-64
Closed -$2.6K – 846
2026
Q1 		$2.6K Buy
64
+8
+14% +$335 ﹤0.01% 703
2025
Q4 		$2.32K Hold
56
– – ﹤0.01% 657
2025
Q3 		$2.28K Hold
56
– – ﹤0.01% 598
2025
Q2 		$2.16K Buy
56
+4
+8% +$144 ﹤0.01% 590
2025
Q1 		$1.84K Buy
52
+2
+4% +$73 ﹤0.01% 599
2024
Q4 		$1.79K Buy
50
+9
+22% +$328 ﹤0.01% 596
2024
Q3 		$1.5K Sell
41
-545
-93% -$19.2K ﹤0.01% 613
2024
Q2 		$20.3K Buy
586
+14
+2% +$474 ﹤0.01% 382
2024
Q1 		$19.5K Buy
572
+5
+0.9% +$164 ﹤0.01% 396
2023
Q4 		$18.2K Buy
567
+2
+0.4% +$60 ﹤0.01% 404
2023
Q3 		$16.6K Buy
565
+6
+1% +$183 ﹤0.01% 403
2023
Q2 		$17.2K Sell
559
-1
-0.2% -$30 ﹤0.01% 404
2023
Q1 		$16.5K Buy
560
+7
+1% +$203 ﹤0.01% 416
2022
Q4 		$15.3K Hold
553
– – ﹤0.01% 400
2022
Q3 		$14K Buy
553
+2
+0.4% +$57 ﹤0.01% 418
2022
Q2 		$15K Buy
551
+3
+0.5% +$89 ﹤0.01% 438
2022
Q1 		$18K Buy
548
+280
+104% +$9.09K ﹤0.01% 420
2021
Q4 		$9K Buy
268
+8
+3% +$273 ﹤0.01% 536
2021
Q3 		$9K Buy
260
+176
+210% +$5.94K ﹤0.01% 527
2021
Q2 		$3K Buy
84
+39
+87% +$1.28K ﹤0.01% 587
2021
Q1 		$1K Buy
+45
New +$1.41K ﹤0.01% 622

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

JNBA Financial Advisors's EAOA Position: Q2 2026 in Review

JNBA Financial Advisors sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2026, closing a stake of 64 shares — an estimated $2.6K sold.

JNBA Financial Advisors first reported a position in EAOA in Q1 2021 and held it in 21 quarters. The position peaked at $20.3K in Q2 2024. 10 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • JNBA Financial Advisors reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 64 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $2.6K.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2021 and held it in 21 quarters.
  • JNBA Financial Advisors's iShares ESG Aware Aggressive Allocation ETF position peaked at $20.3K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.