Osaic Holdings
EAOR

Osaic Holdings’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Osaic Holdings’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
2026
Q2 		$109K Hold
2,887
– – ﹤0.01% 4875
2026
Q1 		$100K Hold
2,887
– – ﹤0.01% 4687
2025
Q4 		$102K Buy
2,887
+1,795
+164% +$63.3K ﹤0.01% 4691
2025
Q3 		$38.1K Buy
1,092
+164
+18% +$5.57K ﹤0.01% 5485
2025
Q2 		$31K Hold
928
– – ﹤0.01% 5385
2025
Q1 		$29.1K Hold
928
– – ﹤0.01% 5096
2024
Q4 		$29.1K Hold
928
– – ﹤0.01% 5086
2024
Q3 		$30K Buy
+928
New +$29K ﹤0.01% 5109
2023
Q1 		– Sell
-241
Closed -$6K – 7517
2022
Q4 		$6K Buy
241
+3
+1% +$77 ﹤0.01% 6188
2022
Q3 		$6K Buy
+238
New +$6.36K ﹤0.01% 6267

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
BFP
Birchwood Financial Partners Bloomington, Minnesota $122M AUM

Osaic Holdings's EAOR Position: Q2 2026 in Review

Osaic Holdings held its iShares ESG Aware Growth Allocation ETF (EAOR) position steady in Q2 2026 at 2,887 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #4875.

Osaic Holdings first reported a position in EAOR in Q3 2022 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Osaic Holdings held 2,887 shares of iShares ESG Aware Growth Allocation ETF worth $109K as of Q2 2026.
  • Osaic Holdings left its iShares ESG Aware Growth Allocation ETF share count unchanged in Q2 2026.
  • iShares ESG Aware Growth Allocation ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4875 holding.
  • Osaic Holdings first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2022 and has held it in 10 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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