Osaic Holdings’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Osaic Holdings’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	$417K	Buy	9,180 +168	+2%	+$7.39K	﹤0.01%	3818
2026 Q1	$365K	Sell	9,012 -122	-1%	-$5.11K	﹤0.01%	3647
2025 Q4	$378K	Buy	9,134 +538	+6%	+$22.2K	﹤0.01%	3593
2025 Q3	$350K	Buy	8,596 +1,215	+16%	+$47.8K	﹤0.01%	3723
2025 Q2	$284K	Buy	7,381 +1,426	+24%	+$51.5K	﹤0.01%	3642
2025 Q1	$211K	Buy	5,955 +5,764	+3,018%	+$209K	﹤0.01%	3587
2024 Q4	$6.82K	Hold	191	–	–	﹤0.01%	6017
2024 Q3	$7K	Sell	191 -33	-15%	-$1.16K	﹤0.01%	6039
2024 Q2	$7.77K	Buy	+224	New	+$7.58K	﹤0.01%	5939

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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

Osaic Holdings's EAOA Position: Q2 2026 in Review

Osaic Holdings increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 1.9% in Q2 2026, buying an estimated $7.39K and bringing the position to 9,180 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

Osaic Holdings first reported a position in EAOA in Q2 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Osaic Holdings held 9,180 shares of iShares ESG Aware Aggressive Allocation ETF worth $417K as of Q2 2026.
Osaic Holdings bought 168 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $7.39K.
iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3818 holding.
Osaic Holdings first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2024 and has held it in 9 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.