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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$170K ﹤0.01% 1510