UBS Group’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-273	Closed	-$9.56K	–	10644
2025 Q3	$9.56K	Buy	+273	New	+$9.27K	﹤0.01%	8593
2025 Q1	–	Sell	-50	Closed	-$1.57K	–	10330
2024 Q4	$1.57K	Buy	+50	New	+$1.6K	﹤0.01%	9205
2023 Q1	–	Sell	-12	Closed	-$311	–	9750
2022 Q4	$311	Buy	+12	New	+$309	﹤0.01%	10255
2022 Q2	–	Sell	-1,331	Closed	-$40K	–	10444
2022 Q1	$40K	Buy	+1,331	New	+$40K	﹤0.01%	6695
2021 Q4	–	Sell	-28	Closed	-$1K	–	10346
2021 Q3	$1K	Sell	28 -2,267	-99%	-$71.1K	﹤0.01%	9169
2021 Q2	$72K	Buy	2,295 +1,424	+163%	+$43.7K	﹤0.01%	6118
2021 Q1	$26K	Buy	+871	New	+$25.8K	﹤0.01%	7127

Other funds holding EAOR

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group's EAOR Position: Q4 2025 in Review

UBS Group sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q4 2025, closing a stake of 273 shares — an estimated $9.56K sold.

UBS Group first reported a position in EAOR in Q1 2021 and held it in 7 quarters. The position peaked at $72K in Q2 2021. 18 funds tracked by Wall St. Rank hold EAOR as of Q4 2025.

UBS Group reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 273 iShares ESG Aware Growth Allocation ETF shares in Q4 2025, an estimated $9.56K.
UBS Group first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2021 and held it in 7 quarters.
UBS Group's iShares ESG Aware Growth Allocation ETF position peaked at $72K in Q2 2021.
18 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.