LPL Financial

LPL Financial’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

LPL Financial’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	$810K	Buy	+21,364	New	+$790K	﹤0.01%	4601

Other funds holding EAOR

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

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

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

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

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

Birchwood Financial Partners Bloomington, Minnesota $122M AUM

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Godfrey Financial Associates Glenmont, New York $131M AUM

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

LPL Financial's EAOR Position: Q2 2026 in Review

LPL Financial opened a new position in iShares ESG Aware Growth Allocation ETF (EAOR) in Q2 2026: 21,364 shares worth $810K. The stake represents ﹤0.01% of the portfolio and ranks #4601 among its holdings.

16 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

LPL Financial held 21,364 shares of iShares ESG Aware Growth Allocation ETF worth $810K as of Q2 2026.
iShares ESG Aware Growth Allocation ETF was a new LPL Financial position in Q2 2026.
iShares ESG Aware Growth Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4601 holding.
16 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.