UBS Group
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UBS Group’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

UBS Group’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 		$2.41K Buy
+81
New +$2.45K ﹤0.01% 9282
2025
Q4 		– Sell
-163
Closed -$4.88K – 10643
2025
Q3 		$4.88K Sell
163
-648
-80% -$18.9K ﹤0.01% 8916
2025
Q2 		$23.4K Buy
+811
New +$22.5K ﹤0.01% 8332
2025
Q1 		– Sell
-252
Closed -$6.91K – 10329
2024
Q4 		$6.91K Buy
252
+187
+288% +$5.23K ﹤0.01% 8521
2024
Q3 		$1.85K Buy
65
+64
+6,400% +$1.77K ﹤0.01% 8537
2024
Q2 		$27 Buy
+1
New +$27 ﹤0.01% 9283
2023
Q1 		– Sell
-6,774
Closed -$164K – 9749
2022
Q4 		$164K Buy
6,774
+6,022
+801% +$145K ﹤0.01% 5633
2022
Q3 		$18K Buy
752
+68
+10% +$1.7K ﹤0.01% 7515
2022
Q2 		$17K Buy
684
+108
+19% +$2.78K ﹤0.01% 7088
2022
Q1 		$16K Buy
576
+400
+227% +$11.1K ﹤0.01% 7733
2021
Q4 		$5K Buy
176
+175
+17,500% +$5.09K ﹤0.01% 9388
2021
Q3 		$0 Buy
+1
New +$29 ﹤0.01% 9656
2021
Q1 		– Sell
-198
Closed -$6K – 9087
2020
Q4 		$6K Buy
198
+32
+19% +$864 ﹤0.01% 7754
2020
Q3 		$4K Buy
+166
New +$4.36K ﹤0.01% 7399

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
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's EAOM Position: Q1 2026 in Review

UBS Group opened a new position in iShares ESG Aware Moderate Allocation ETF (EAOM) in Q1 2026: 81 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #9282 among its holdings. This is a return to the name: UBS Group previously reported a position in EAOM as recently as Q3 2025.

UBS Group first reported a position in EAOM in Q3 2020 and has held it in 14 quarters since. The position peaked at $164K in Q4 2022. 10 funds tracked by Wall St. Rank hold EAOM as of Q1 2026.

  • UBS Group held 81 shares of iShares ESG Aware Moderate Allocation ETF worth $2.41K as of Q1 2026.
  • iShares ESG Aware Moderate Allocation ETF was a new UBS Group position in Q1 2026.
  • iShares ESG Aware Moderate Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9282 holding.
  • UBS Group first reported a position in iShares ESG Aware Moderate Allocation ETF in Q3 2020 and has held it in 14 quarters since.
  • UBS Group's iShares ESG Aware Moderate Allocation ETF position peaked at $164K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2026.

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