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

Sax Wealth 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 		$348K Buy
8,583
+788
+10% +$34.7K 0.01% 418
2026
Q1 		$323K Hold
7,795
– – 0.02% 369
2025
Q4 		$323K Hold
7,795
– – 0.02% 379
2025
Q3 		$318K Buy
7,795
+105
+1% +$4.13K 0.02% 341
2025
Q2 		$296K Hold
7,690
– – 0.02% 341
2025
Q1 		$272K Buy
7,690
+42
+0.5% +$1.52K 0.02% 310
2024
Q4 		$273K Hold
7,648
– – 0.02% 277
2024
Q3 		$280K Sell
7,648
-152
-2% -$5.36K 0.03% 228
2024
Q2 		$271K Hold
7,800
– – 0.03% 225
2024
Q1 		$266K Buy
7,800
+200
+3% +$6.55K 0.03% 157
2023
Q4 		$244K Hold
7,600
– – 0.04% 165
2023
Q3 		$223K Sell
7,600
-150
-2% -$4.57K 0.04% 163
2023
Q2 		$239K Buy
7,750
+100
+1% +$2.98K 0.05% 150
2023
Q1 		$226K Buy
+7,650
New +$222K 0.05% 158

Other funds holding EAOA

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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Sax Wealth Advisors's EAOA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 10% in Q2 2026, buying an estimated $34.7K and bringing the position to 8,583 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #418.

Sax Wealth Advisors first reported a position in EAOA in Q1 2023 and has held it in 14 quarters since. 7 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • Sax Wealth Advisors held 8,583 shares of iShares ESG Aware Aggressive Allocation ETF worth $348K as of Q2 2026.
  • Sax Wealth Advisors bought 788 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $34.7K.
  • iShares ESG Aware Aggressive Allocation ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • Sax Wealth Advisors first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2023 and has held it in 14 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.