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Lodestone Wealth Management’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Lodestone Wealth Management’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
-1
Closed -$21 – 786
2026
Q1 		$21 Hold
1
– – ﹤0.01% 776
2025
Q4 		$21 Buy
+1
New +$41 ﹤0.01% 792

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

Lodestone Wealth Management's EAOA Position: Q2 2026 in Review

Lodestone Wealth Management sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q2 2026, closing a stake of 1 share — an estimated $21 sold.

Lodestone Wealth Management first reported a position in EAOA in Q4 2025 and held it in 2 quarters. The position peaked at $21 in Q1 2026. 10 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • Lodestone Wealth Management reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 1 iShares ESG Aware Aggressive Allocation ETF share in Q2 2026, an estimated $21.
  • Lodestone Wealth Management first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Lodestone Wealth Management's iShares ESG Aware Aggressive Allocation ETF position peaked at $21 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.