Moss Adams Wealth Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Moss Adams Wealth Advisors’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	$342K	Buy	+8,435	New	+$353K	0.03%	189
2023 Q4	–	Sell	-1,608	Closed	-$47.2K	–	129
2023 Q3	$47.2K	Buy	1,608 +9	+0.6%	+$274	0.02%	122
2023 Q2	$49.2K	Buy	1,599 +208	+15%	+$6.2K	0.02%	108
2023 Q1	$41.1K	Buy	1,391 +6	+0.4%	+$174	0.01%	112
2022 Q4	$38.6K	Buy	+1,385	New	+$38.2K	0.02%	126

Other funds holding EAOA

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

Citadel Advisors

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

JP Morgan Chase

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

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

Susquehanna International Group

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

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

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return