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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$235K Buy
7,464
+45
+0.6% +$1.39K 0.01% 465
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

Tradition Wealth Management's EAOM Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares ESG Aware Moderate Allocation ETF (EAOM) stake by 0.61% in Q2 2026, buying an estimated $1.39K and bringing the position to 7,464 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #465.

Tradition Wealth Management first reported a position in EAOM in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

  • Tradition Wealth Management held 7,464 shares of iShares ESG Aware Moderate Allocation ETF worth $235K as of Q2 2026.
  • Tradition Wealth Management bought 45 iShares ESG Aware Moderate Allocation ETF shares in Q2 2026, an estimated $1.39K.
  • iShares ESG Aware Moderate Allocation ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Tradition Wealth Management first reported a position in iShares ESG Aware Moderate Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.