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Planning Strategies Inc.’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Planning Strategies Inc.’s Portfolio EAOM Stock Details EAOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.7K Buy
+1,040
New +$32.1K 0.02% 200

Other funds holding EAOM

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Planning Strategies Inc.'s EAOM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares ESG Aware Moderate Allocation ETF (EAOM) in Q2 2026: 1,040 shares worth $32.7K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

4 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

  • Planning Strategies Inc. held 1,040 shares of iShares ESG Aware Moderate Allocation ETF worth $32.7K as of Q2 2026.
  • iShares ESG Aware Moderate Allocation ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares ESG Aware Moderate Allocation ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #200 holding.
  • 4 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.