Raymond James Financial’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Raymond James Financial’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
2025 Q1	–	Sell	-20,762	Closed	-$569K	–	4848
2024 Q4	$569K	Buy	+20,762	New	+$580K	﹤0.01%	3826

Other funds holding EAOM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Raymond James Financial's EAOM Position: Q1 2025 in Review

Raymond James Financial sold out of iShares ESG Aware Moderate Allocation ETF (EAOM) in Q1 2025, closing a stake of 20,762 shares — an estimated $569K sold.

Raymond James Financial first reported a position in EAOM in Q4 2024 and held it in 1 quarter. The position peaked at $569K in Q4 2024. 5 funds tracked by Wall St. Rank hold EAOM as of Q1 2025.

Raymond James Financial reported no remaining iShares ESG Aware Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
Raymond James Financial sold 20,762 iShares ESG Aware Moderate Allocation ETF shares in Q1 2025, an estimated $569K.
Raymond James Financial first reported a position in iShares ESG Aware Moderate Allocation ETF in Q4 2024 and held it in 1 quarter.
Raymond James Financial's iShares ESG Aware Moderate Allocation ETF position peaked at $569K in Q4 2024.
5 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.