Martin Worley Group’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Martin Worley Group’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
2025 Q2	$215K	Buy	+6,414	New	+$203K	0.1%	87

Other funds holding EAOR

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

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

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

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Martin Worley Group's EAOR Position: Q2 2025 in Review

Martin Worley Group opened a new position in iShares ESG Aware Growth Allocation ETF (EAOR) in Q2 2025: 6,414 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings.

10 funds tracked by Wall St. Rank hold EAOR as of Q2 2025.

Martin Worley Group held 6,414 shares of iShares ESG Aware Growth Allocation ETF worth $215K as of Q2 2025.
iShares ESG Aware Growth Allocation ETF was a new Martin Worley Group position in Q2 2025.
iShares ESG Aware Growth Allocation ETF made up 0.1% of Martin Worley Group's portfolio in Q2 2025, its #87 holding.
10 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.