UBS Group’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

UBS Group’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	–	Sell	-12	Closed	-$497	–	10650
2025 Q4	$497	Buy	+12	New	+$494	﹤0.01%	9931
2025 Q3	–	Sell	-294	Closed	-$11.3K	–	10440
2025 Q2	$11.3K	Buy	+294	New	+$10.6K	﹤0.01%	8789
2024 Q3	–	Sell	-54	Closed	-$1.87K	–	9619
2024 Q2	$1.87K	Buy	+54	New	+$1.83K	﹤0.01%	8467
2023 Q3	–	Sell	-120	Closed	-$3.69K	–	9571
2023 Q2	$3.69K	Buy	+120	New	+$3.58K	﹤0.01%	7610
2023 Q1	–	Sell	-481	Closed	-$13.3K	–	9748
2022 Q4	$13.3K	Buy	481 +258	+116%	+$7.11K	﹤0.01%	8179
2022 Q3	$6K	Sell	223 -576	-72%	-$16.4K	﹤0.01%	9015
2022 Q2	$22K	Buy	+799	New	+$23.7K	﹤0.01%	6751
2022 Q1	–	Sell	-472	Closed	-$16K	–	10389
2021 Q4	$16K	Buy	472 +468	+11,700%	+$16K	﹤0.01%	8150
2021 Q3	$0	Buy	+4	New	+$135	﹤0.01%	9654

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group's EAOA Position: Q1 2026 in Review

UBS Group sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2026, closing a stake of 12 shares — an estimated $497 sold.

UBS Group first reported a position in EAOA in Q3 2021 and held it in 9 quarters. The position peaked at $22K in Q2 2022. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

UBS Group reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 12 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2026, an estimated $497.
UBS Group first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2021 and held it in 9 quarters.
UBS Group's iShares ESG Aware Aggressive Allocation ETF position peaked at $22K in Q2 2022.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.