Westmount Partners’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Westmount Partners’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	$241K	Buy	6,369 +352	+6%	+$13K	0.05%	235
2026 Q1	$209K	Hold	6,017	–	–	0.05%	251
2025 Q4	$213K	Buy	6,017 +209	+4%	+$7.37K	0.05%	235
2025 Q3	$204K	Buy	+5,808	New	+$197K	0.05%	237

Other funds holding EAOR

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return