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Sequoia Financial Advisors’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Sequoia Financial 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
Q2 		$243K Hold
6,414
– – ﹤0.01% 1832
2026
Q1 		$223K Hold
6,414
– – ﹤0.01% 1735
2025
Q4 		$227K Hold
6,414
– – ﹤0.01% 1738
2025
Q3 		$225K Buy
+6,414
New +$218K ﹤0.01% 1568

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
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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Sequoia Financial Advisors's EAOR Position: Q2 2026 in Review

Sequoia Financial Advisors held its iShares ESG Aware Growth Allocation ETF (EAOR) position steady in Q2 2026 at 6,414 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Sequoia Financial Advisors first reported a position in EAOR in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Sequoia Financial Advisors held 6,414 shares of iShares ESG Aware Growth Allocation ETF worth $243K as of Q2 2026.
  • Sequoia Financial Advisors 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1832 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.