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Triumph Capital Management’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Triumph Capital Management’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 		$3.26K Hold
86
– – ﹤0.01% 1481
2026
Q1 		$2.99K Hold
86
– – ﹤0.01% 1462
2025
Q4 		$3.04K Buy
+86
New +$3.03K ﹤0.01% 1395

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Triumph Capital Management's EAOR Position: Q2 2026 in Review

Triumph Capital Management held its iShares ESG Aware Growth Allocation ETF (EAOR) position steady in Q2 2026 at 86 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Triumph Capital Management first reported a position in EAOR in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Triumph Capital Management held 86 shares of iShares ESG Aware Growth Allocation ETF worth $3.26K as of Q2 2026.
  • Triumph Capital Management 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 Triumph Capital Management's portfolio in Q2 2026, its #1481 holding.
  • Triumph Capital Management first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.