Morgan Stanley’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Morgan Stanley’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 Q1	$73	Hold	1	–	–	﹤0.01%	7868
2025 Q4	$49	Hold	1	–	–	﹤0.01%	7858
2025 Q3	$76	Sell	1 -1	-50%	-$39	﹤0.01%	7736
2025 Q2	$82	Buy	+2	New	+$72	﹤0.01%	7677
2024 Q3	–	Sell	-1	Closed	-$44	–	7950
2024 Q2	$44	Sell	1 -5	-83%	-$169	﹤0.01%	7538
2024 Q1	$204	Buy	+6	New	+$196	﹤0.01%	7307

Other funds holding EAOA

CPCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

BDFN

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley's EAOA Position: Q1 2026 in Review

Morgan Stanley held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q1 2026 at 1 share worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #7868.

Morgan Stanley first reported a position in EAOA in Q1 2024 and has held it in 6 quarters since. The position peaked at $204 in Q1 2024. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

Morgan Stanley held 1 share of iShares ESG Aware Aggressive Allocation ETF worth $73 as of Q1 2026.
Morgan Stanley left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7868 holding.
Morgan Stanley first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2024 and has held it in 6 quarters since.
Morgan Stanley's iShares ESG Aware Aggressive Allocation ETF position peaked at $204 in Q1 2024.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.