Skip to content

EAOA ISHARES TR

Follow

ESG AWARE 80/20 (fund)

18 managers (18 13F filers) reported a position in EAOA shares at 2025-03-31, 73,484 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
4
Reduced
4
Sold out
3
Shares held by filers
73,484

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cardinal Point Capital Management ULC31,545$1.12M0.1%-3,25513F-HRTimeline
SAX WEALTH ADVISORS, LLC7,690$272K0.02%+4213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,289$258K<0.01%-52413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,955$211K<0.01%+5,76413F-HRTimelineGroup
Westmount Partners, LLC5,656$200K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…5,000$177K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,088$73.9K<0.01%-2213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,712$60.6K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,587$56.1K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,274$45.1K<0.01%+7213F-HRTimeline
Gould Capital, LLC1,008$35.7K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC872$30.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO770$27.2K<0.01%-4,17013F-HRTimelineGroup
CGC Financial Services, LLC678$24K0.01%013F-HRTimeline
AdvisorNet Financial, Inc239$8.46K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC69$2.46K<0.01%new13F-HRTimeline
JNBA Financial Advisors52$1.84K<0.01%+213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.