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 Q2	$286K	Buy	7,532 +542	+8%	+$20K	0.02%	194
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

BFP

Birchwood Financial Partners Bloomington, Minnesota $122M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lodestar Private Asset Management's EAOR Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 7.8% in Q2 2026, buying an estimated $20K and bringing the position to 7,532 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #194.

Lodestar Private Asset Management first reported a position in EAOR in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

Lodestar Private Asset Management held 7,532 shares of iShares ESG Aware Growth Allocation ETF worth $286K as of Q2 2026.
Lodestar Private Asset Management bought 542 iShares ESG Aware Growth Allocation ETF shares in Q2 2026, an estimated $20K.
iShares ESG Aware Growth Allocation ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #194 holding.
Lodestar Private Asset Management first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.