Steward Partners Investment Advisory’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Steward Partners Investment Advisory’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 Q1	$203K	Hold	5,000	–	–	﹤0.01%	2012
2025 Q4	$207K	Hold	5,000	–	–	﹤0.01%	1915
2025 Q3	$204K	Hold	5,000	–	–	﹤0.01%	1859
2025 Q2	$193K	Hold	5,000	–	–	﹤0.01%	1781
2025 Q1	$177K	Hold	5,000	–	–	﹤0.01%	1711
2024 Q4	$179K	Hold	5,000	–	–	﹤0.01%	1681
2024 Q3	$183K	Hold	5,000	–	–	﹤0.01%	1574
2024 Q2	$173K	Hold	5,000	–	–	﹤0.01%	1515
2024 Q1	$170K	Buy	+5,000	New	+$164K	﹤0.01%	1510

Other funds holding EAOA

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

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

BDFN

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Steward Partners Investment Advisory's EAOA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares ESG Aware Aggressive Allocation ETF (EAOA) position steady in Q1 2026 at 5,000 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Steward Partners Investment Advisory first reported a position in EAOA in Q1 2024 and has held it in 9 quarters since. The position peaked at $207K in Q4 2025. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

Steward Partners Investment Advisory held 5,000 shares of iShares ESG Aware Aggressive Allocation ETF worth $203K as of Q1 2026.
Steward Partners Investment Advisory left its iShares ESG Aware Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2012 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's iShares ESG Aware Aggressive Allocation ETF position peaked at $207K in Q4 2025.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.