Westmount Partners’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
5,659
+3
+0.1% +$116 0.06% 233
2025
Q1
$200K Hold
5,656
0.06% 234
2024
Q4
$202K Buy
5,656
+11
+0.2% +$393 0.06% 210
2024
Q3
$207K Buy
+5,645
New +$207K 0.06% 212