Raymond James Financial
EAOR icon

Raymond James Financial’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Raymond James Financial’s Portfolio EAOR Stock Details EAOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-54,831
Closed -$1.94M – 5339
2025
Q4 		$1.94M Buy
+54,831
New +$1.93M ﹤0.01% 3302
2025
Q2 		– Sell
-7,155
Closed -$224K – 7016
2025
Q1 		$224K Sell
7,155
-11,401
-61% -$362K ﹤0.01% 4359
2024
Q4 		$582K Buy
+18,556
New +$593K ﹤0.01% 3808

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial sold out of iShares ESG Aware Growth Allocation ETF (EAOR) in Q1 2026, closing a stake of 54,831 shares — an estimated $1.94M sold.

Raymond James Financial first reported a position in EAOR in Q4 2024 and held it in 3 quarters. The position peaked at $1.94M in Q4 2025. 17 funds tracked by Wall St. Rank hold EAOR as of Q1 2026.

  • Raymond James Financial reported no remaining iShares ESG Aware Growth Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 54,831 iShares ESG Aware Growth Allocation ETF shares in Q1 2026, an estimated $1.94M.
  • Raymond James Financial first reported a position in iShares ESG Aware Growth Allocation ETF in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's iShares ESG Aware Growth Allocation ETF position peaked at $1.94M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2026.

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