Parallel Advisors’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Parallel 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	$122K	Hold	2,691	–	–	﹤0.01%	1565
2026 Q1	$109K	Buy	2,691 +1	+0%	+$42	﹤0.01%	1537
2025 Q4	$111K	Buy	2,690 +602	+29%	+$24.8K	﹤0.01%	1411
2025 Q3	$85.1K	Hold	2,088	–	–	﹤0.01%	1510
2025 Q2	$80.5K	Hold	2,088	–	–	﹤0.01%	1469
2025 Q1	$73.9K	Sell	2,088 -22	-1%	-$798	﹤0.01%	1423
2024 Q4	$75.4K	Buy	2,110 +22	+1%	+$802	﹤0.01%	1411
2024 Q3	$76.5K	Hold	2,088	–	–	﹤0.01%	1394
2024 Q2	$72.4K	Buy	2,088 +318	+18%	+$10.8K	﹤0.01%	1339
2024 Q1	$60.3K	Buy	1,770 +12	+0.7%	+$393	﹤0.01%	1410
2023 Q4	$56.4K	Buy	1,758 +8	+0.5%	+$241	﹤0.01%	1380
2023 Q3	$51.4K	Buy	1,750 +149	+9%	+$4.54K	﹤0.01%	1377
2023 Q2	$49.3K	Buy	1,601 +14	+0.9%	+$417	﹤0.01%	1406
2023 Q1	$46.9K	Hold	1,587	–	–	﹤0.01%	1401
2022 Q4	$44K	Buy	1,587 +7	+0.4%	+$193	﹤0.01%	1335
2022 Q3	$41K	Buy	1,580 +12	+0.8%	+$341	﹤0.01%	1341
2022 Q2	$44K	Buy	1,568 +1,344	+600%	+$39.9K	﹤0.01%	1316
2022 Q1	$7K	Buy	+224	New	+$7.27K	﹤0.01%	2161

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

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

Parallel Advisors's EAOA Position: Q2 2026 in Review

Parallel Advisors held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q2 2026 at 2,691 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Parallel Advisors first reported a position in EAOA in Q1 2022 and has held it in 18 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Parallel Advisors held 2,691 shares of iShares ESG Aware Aggressive Allocation ETF worth $122K as of Q2 2026.
Parallel Advisors left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q2 2026.
iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1565 holding.
Parallel Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2022 and has held it in 18 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.