Morgan Stanley’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Morgan Stanley’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 Q4	–	Sell	-1	Closed	-$36	–	8272
2025 Q3	$36	Sell	1 -361	-100%	-$12.3K	﹤0.01%	7936
2025 Q2	$12.1K	Sell	362 -538	-60%	-$17.1K	﹤0.01%	6798
2025 Q1	$28.2K	Buy	+900	New	+$28.6K	﹤0.01%	6449
2024 Q4	–	Sell	-1	Closed	-$39	–	7998
2024 Q3	$39	Hold	1	–	–	﹤0.01%	7651
2024 Q2	$45	Buy	+1	New	+$30	﹤0.01%	7530
2024 Q1	–	Sell	-2	Closed	-$72	–	7858
2023 Q4	$72	Buy	+2	New	+$55	﹤0.01%	7559

Other funds holding EAOR

CPCM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

RBA

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

Morgan Stanley's EAOR Position: Q4 2025 in Review

Morgan Stanley sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q4 2025, closing a stake of 1 share — an estimated $36 sold.

Morgan Stanley first reported a position in EAOR in Q4 2023 and held it in 6 quarters. The position peaked at $28.2K in Q1 2025. 18 funds tracked by Wall St. Rank hold EAOR as of Q4 2025.

Morgan Stanley reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q4 2025 after selling out during the quarter.
Morgan Stanley sold 1 iShares ESG Aware Growth Allocation ETF share in Q4 2025, an estimated $36.
Morgan Stanley first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2023 and held it in 6 quarters.
Morgan Stanley's iShares ESG Aware Growth Allocation ETF position peaked at $28.2K in Q1 2025.
18 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.