TWM
EAOM icon

Tradition Wealth Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Tradition Wealth Management’s Portfolio EAOM Stock Details EAOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Hold
7,419
– – 0.02% 455
2025
Q4 		$223K Buy
7,419
+114
+2% +$3.43K 0.02% 444
2025
Q3 		$219K Buy
7,305
+57
+0.8% +$1.66K 0.02% 442
2025
Q2 		$210K Buy
+7,248
New +$201K 0.02% 422

Other funds holding EAOM

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FA
Financial Avengers Oakland, California $219M AUM 26.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's EAOM Position: Q1 2026 in Review

Tradition Wealth Management held its iShares ESG Aware Moderate Allocation ETF (EAOM) position steady in Q1 2026 at 7,419 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #455.

Tradition Wealth Management first reported a position in EAOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 10 funds tracked by Wall St. Rank hold EAOM as of Q1 2026.

  • Tradition Wealth Management held 7,419 shares of iShares ESG Aware Moderate Allocation ETF worth $221K as of Q1 2026.
  • Tradition Wealth Management left its iShares ESG Aware Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares ESG Aware Moderate Allocation ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #455 holding.
  • Tradition Wealth Management first reported a position in iShares ESG Aware Moderate Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • Tradition Wealth Management's iShares ESG Aware Moderate Allocation ETF position peaked at $223K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.