Adero Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Adero Partners’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$263K	Buy	+3,443	New	+$268K	0.02%	196

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adero Partners's AOA Position: Q1 2025 in Review

Adero Partners opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025: 3,443 shares worth $263K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings.

346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Adero Partners held 3,443 shares of iShares Core 80/20 Aggressive Allocation ETF worth $263K as of Q1 2025.
iShares Core 80/20 Aggressive Allocation ETF was a new Adero Partners position in Q1 2025.
iShares Core 80/20 Aggressive Allocation ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #196 holding.
346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.