KHC
EAOA

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

CPCM
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 $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Koesten Hirschmann & Crabtree's EAOA Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q4 2025, closing a stake of 1,712 shares — an estimated $69.8K sold.

Koesten Hirschmann & Crabtree first reported a position in EAOA in Q4 2022 and held it in 12 quarters. The position peaked at $69.8K in Q3 2025. 23 funds tracked by Wall St. Rank hold EAOA as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,712 iShares ESG Aware Aggressive Allocation ETF shares in Q4 2025, an estimated $69.8K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2022 and held it in 12 quarters.
  • Koesten Hirschmann & Crabtree's iShares ESG Aware Aggressive Allocation ETF position peaked at $69.8K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.