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
2026 Q2	$7.13K	Buy	+188	New	+$6.95K	﹤0.01%	8787
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

BDFN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

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

BFP

Birchwood Financial Partners Bloomington, Minnesota $122M AUM

UBS Group's EAOR Position: Q2 2026 in Review

UBS Group opened a new position in iShares ESG Aware Growth Allocation ETF (EAOR) in Q2 2026: 188 shares worth $7.13K. The stake represents ﹤0.01% of the portfolio and ranks #8787 among its holdings. This is a return to the name: UBS Group previously reported a position in EAOR as recently as Q3 2025.

UBS Group first reported a position in EAOR in Q1 2021 and has held it in 8 quarters since. The position peaked at $72K in Q2 2021. 19 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

UBS Group held 188 shares of iShares ESG Aware Growth Allocation ETF worth $7.13K as of Q2 2026.
iShares ESG Aware Growth Allocation ETF was a new UBS Group position in Q2 2026.
iShares ESG Aware Growth Allocation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8787 holding.
UBS Group first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2021 and has held it in 8 quarters since.
UBS Group's iShares ESG Aware Growth Allocation ETF position peaked at $72K in Q2 2021.
19 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.