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 Q2	$389K	Buy	8,559 +124	+1%	+$5.45K	0.02%	183
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

CPCM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BDFN

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

SWA

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Moss Adams Wealth Advisors's EAOA Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 1.5% in Q2 2026, buying an estimated $5.45K and bringing the position to 8,559 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #183.

Moss Adams Wealth Advisors first reported a position in EAOA in Q4 2022 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Moss Adams Wealth Advisors held 8,559 shares of iShares ESG Aware Aggressive Allocation ETF worth $389K as of Q2 2026.
Moss Adams Wealth Advisors bought 124 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $5.45K.
iShares ESG Aware Aggressive Allocation ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #183 holding.
Moss Adams Wealth Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2022 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.