Koesten Hirschmann & Crabtree’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-1,712	Closed	-$69.8K	–	96
2025 Q3	$69.8K	Hold	1,712	–	–	0.03%	70
2025 Q2	$66K	Hold	1,712	–	–	0.03%	72
2025 Q1	$60.6K	Hold	1,712	–	–	0.03%	72
2024 Q4	$61.2K	Hold	1,712	–	–	0.04%	75
2024 Q3	$62.7K	Buy	1,712 +52	+3%	+$1.83K	0.04%	69
2024 Q2	$56.6K	Hold	1,660	–	–	0.04%	78
2024 Q1	$56.6K	Hold	1,660	–	–	0.04%	78
2023 Q4	$53.2K	Hold	1,660	–	–	0.04%	68
2023 Q3	$48.8K	Hold	1,660	–	–	0.04%	55
2023 Q2	$51.1K	Hold	1,660	–	–	0.04%	58
2023 Q1	$49K	Hold	1,660	–	–	0.04%	62
2022 Q4	$46.1K	Buy	+1,660	New	+$45.7K	0.04%	64

Other funds holding EAOA

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citadel Advisors

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

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

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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 22.89% 1-Year Est. Return