Planning Strategies’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Planning Strategies’s Portfolio EAOM Stock Details EAOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.7K	Buy	+1,040	New	+$32.1K	0.02%	200

Other funds holding EAOM

BDFN

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Strategies's EAOM Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares ESG Aware Moderate Allocation ETF (EAOM) in Q2 2026: 1,040 shares worth $32.7K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

10 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

Planning Strategies held 1,040 shares of iShares ESG Aware Moderate Allocation ETF worth $32.7K as of Q2 2026.
iShares ESG Aware Moderate Allocation ETF was a new Planning Strategies position in Q2 2026.
iShares ESG Aware Moderate Allocation ETF made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #200 holding.
10 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.