WP
EAOR

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

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citadel Advisors
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
BFP
Birchwood Financial Partners Bloomington, Minnesota $122M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Westmount Partners's EAOR Position: Q2 2026 in Review

Westmount Partners increased its iShares ESG Aware Growth Allocation ETF (EAOR) stake by 5.9% in Q2 2026, buying an estimated $13K and bringing the position to 6,369 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #235.

Westmount Partners first reported a position in EAOR in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold EAOR as of Q2 2026.

  • Westmount Partners held 6,369 shares of iShares ESG Aware Growth Allocation ETF worth $241K as of Q2 2026.
  • Westmount Partners bought 352 iShares ESG Aware Growth Allocation ETF shares in Q2 2026, an estimated $13K.
  • iShares ESG Aware Growth Allocation ETF made up 0.05% of Westmount Partners's portfolio in Q2 2026, its #235 holding.
  • Westmount Partners first reported a position in iShares ESG Aware Growth Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q2 2026.

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