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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Westmount Partners's EAOA Position: Q2 2026 in Review

Westmount Partners increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 0.97% in Q2 2026, buying an estimated $2.51K and bringing the position to 5,953 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #224.

Westmount Partners first reported a position in EAOA in Q3 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

Westmount Partners held 5,953 shares of iShares ESG Aware Aggressive Allocation ETF worth $270K as of Q2 2026.
Westmount Partners bought 57 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $2.51K.
iShares ESG Aware Aggressive Allocation ETF made up 0.06% of Westmount Partners's portfolio in Q2 2026, its #224 holding.
Westmount Partners first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q3 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.