WP
EAOA icon

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

Westmount Partners’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
Q2 		$270K Buy
5,953
+57
+1% +$2.51K 0.06% 224
2026
Q1 		$239K Buy
5,896
+161
+3% +$6.75K 0.06% 234
2025
Q4 		$237K Buy
5,735
+70
+1% +$2.88K 0.06% 225
2025
Q3 		$232K Buy
5,665
+6
+0.1% +$236 0.06% 225
2025
Q2 		$218K Buy
5,659
+3
+0.1% +$108 0.06% 233
2025
Q1 		$200K Hold
5,656
– – 0.06% 234
2024
Q4 		$202K Buy
5,656
+11
+0.2% +$401 0.06% 210
2024
Q3 		$207K Buy
+5,645
New +$199K 0.06% 212

Other funds holding EAOA

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return