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Lodestar Private Asset Management’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Lodestar Private Asset Management’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 		$243K Sell
6,990
-1
-0% -$36 0.02% 215
2025
Q4 		$247K Buy
6,991
+14
+0.2% +$494 0.02% 206
2025
Q3 		$244K Buy
+6,977
New +$237K 0.03% 209

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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
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
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Lodestar Private Asset Management's EAOR Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 0.01% in Q1 2026, selling an estimated $36 and leaving 6,990 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #215.

Lodestar Private Asset Management first reported a position in EAOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 17 funds tracked by Wall St. Rank hold EAOR as of Q1 2026.

  • Lodestar Private Asset Management held 6,990 shares of iShares ESG Aware Growth Allocation ETF worth $243K as of Q1 2026.
  • Lodestar Private Asset Management sold 1 iShares ESG Aware Growth Allocation ETF share in Q1 2026, an estimated $36.
  • iShares ESG Aware Growth Allocation ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q1 2026, its #215 holding.
  • Lodestar Private Asset Management first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • Lodestar Private Asset Management's iShares ESG Aware Growth Allocation ETF position peaked at $247K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.