Richard Bernstein Advisors’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Richard Bernstein Advisors’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 Q1	$407K	Buy	11,684 +7,478	+178%	+$267K	0.01%	202
2025 Q4	$149K	Sell	4,206 -17	-0.4%	-$600	﹤0.01%	158
2025 Q3	$150K	Sell	4,223 -312	-7%	-$10.6K	﹤0.01%	189
2025 Q2	$152K	Buy	4,535 +2,518	+125%	+$79.8K	﹤0.01%	195
2025 Q1	$63.2K	Sell	2,017 -18,132	-90%	-$576K	﹤0.01%	215
2024 Q4	$632K	Buy	20,149 +18,089	+878%	+$578K	0.01%	205
2024 Q3	$66.6K	Sell	2,060 -3	-0.1%	-$94	﹤0.01%	219
2024 Q2	$63.4K	Sell	2,063 -110	-5%	-$3.31K	﹤0.01%	205
2024 Q1	$66K	Sell	2,173 -7,335	-77%	-$216K	﹤0.01%	208
2023 Q4	$276K	Sell	9,508 -5,649	-37%	-$155K	0.01%	200
2023 Q3	$408K	Buy	15,157 +14,167	+1,431%	+$394K	0.01%	196
2023 Q2	$27.8K	Sell	990 -208	-17%	-$5.72K	﹤0.01%	172
2023 Q1	$32.8K	Sell	1,198 -45,622	-97%	-$1.23M	﹤0.01%	201
2022 Q4	$1.21M	Buy	+46,820	New	+$1.21M	0.03%	179

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Richard Bernstein Advisors's EAOR Position: Q1 2026 in Review

Richard Bernstein Advisors increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 178% in Q1 2026, buying an estimated $267K and bringing the position to 11,684 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #202.

Richard Bernstein Advisors first reported a position in EAOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2022. 17 funds tracked by Wall St. Rank hold EAOR as of Q1 2026.

Richard Bernstein Advisors held 11,684 shares of iShares ESG Aware Growth Allocation ETF worth $407K as of Q1 2026.
Richard Bernstein Advisors bought 7,478 iShares ESG Aware Growth Allocation ETF shares in Q1 2026, an estimated $267K.
iShares ESG Aware Growth Allocation ETF made up 0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #202 holding.
Richard Bernstein Advisors first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2022 and has held it in 14 quarters since.
Richard Bernstein Advisors's iShares ESG Aware Growth Allocation ETF position peaked at $1.21M in Q4 2022.
17 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.