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Wilmington Savings Fund Society’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Wilmington Savings Fund Society’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
2025
Q3 		– Sell
-2,445
Closed -$94.2K – 1554
2025
Q2 		$94.2K Buy
+2,445
New +$88.2K ﹤0.01% 1046

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wilmington Savings Fund Society's EAOA Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q3 2025, closing a stake of 2,445 shares — an estimated $94.2K sold.

Wilmington Savings Fund Society first reported a position in EAOA in Q2 2025 and held it in 1 quarter. The position peaked at $94.2K in Q2 2025. 21 funds tracked by Wall St. Rank hold EAOA as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 2,445 iShares ESG Aware Aggressive Allocation ETF shares in Q3 2025, an estimated $94.2K.
  • Wilmington Savings Fund Society first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's iShares ESG Aware Aggressive Allocation ETF position peaked at $94.2K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.