Raymond James Financial’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Raymond James Financial’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
2026 Q1	–	Sell	-13,491	Closed	-$558K	–	5338
2025 Q4	$558K	Buy	+13,491	New	+$556K	﹤0.01%	4188
2025 Q3	–	Sell	-998	Closed	-$38.5K	–	5460
2025 Q2	$38.5K	Buy	+998	New	+$36K	﹤0.01%	5288
2025 Q1	–	Sell	-12,708	Closed	-$454K	–	4847
2024 Q4	$454K	Buy	+12,708	New	+$463K	﹤0.01%	3972

Other funds holding EAOA

CPCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

BDFN

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial's EAOA Position: Q1 2026 in Review

Raymond James Financial sold out of iShares ESG Aware Aggressive Allocation ETF (EAOA) in Q1 2026, closing a stake of 13,491 shares — an estimated $558K sold.

Raymond James Financial first reported a position in EAOA in Q4 2024 and held it in 3 quarters. The position peaked at $558K in Q4 2025. 23 funds tracked by Wall St. Rank hold EAOA as of Q1 2026.

Raymond James Financial reported no remaining iShares ESG Aware Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 13,491 iShares ESG Aware Aggressive Allocation ETF shares in Q1 2026, an estimated $558K.
Raymond James Financial first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q4 2024 and held it in 3 quarters.
Raymond James Financial's iShares ESG Aware Aggressive Allocation ETF position peaked at $558K in Q4 2025.
23 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.