Morgan Stanley’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Morgan Stanley’s Portfolio EAOM Stock Details EAOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35	Hold	1	–	–	﹤0.01%	8056
2025 Q4	$35	Buy	+1	New	+$30	﹤0.01%	7969
2025 Q3	–	Sell	-1	Closed	-$42	–	8213
2025 Q2	$42	Buy	+1	New	+$28	﹤0.01%	7843
2024 Q4	–	Sell	-1	Closed	-$41	–	7997
2024 Q3	$41	Hold	1	–	–	﹤0.01%	7638
2024 Q2	$40	Buy	+1	New	+$27	﹤0.01%	7573
2024 Q1	–	Sell	-2	Closed	-$54	–	7857
2023 Q4	$54	Buy	+2	New	+$50	﹤0.01%	7640

Other funds holding EAOM

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

BDFN

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

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Financial Avengers Oakland, California $219M AUM 26.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's EAOM Position: Q1 2026 in Review

Morgan Stanley held its iShares ESG Aware Moderate Allocation ETF (EAOM) position steady in Q1 2026 at 1 share worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #8056.

Morgan Stanley first reported a position in EAOM in Q4 2023 and has held it in 6 quarters since. The position peaked at $54 in Q4 2023. 10 funds tracked by Wall St. Rank hold EAOM as of Q1 2026.

Morgan Stanley held 1 share of iShares ESG Aware Moderate Allocation ETF worth $35 as of Q1 2026.
Morgan Stanley left its iShares ESG Aware Moderate Allocation ETF share count unchanged in Q1 2026.
iShares ESG Aware Moderate Allocation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8056 holding.
Morgan Stanley first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2023 and has held it in 6 quarters since.
Morgan Stanley's iShares ESG Aware Moderate Allocation ETF position peaked at $54 in Q4 2023.
10 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2026.

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