Arden Trust’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Arden Trust’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
2023 Q1	–	Sell	-266,687	Closed	-$15.9M	–	285
2022 Q4	$15.9M	Buy	+266,687	New	+$15.8M	3.24%	4
2022 Q3	–	Sell	-49,937	Closed	-$2.99M	–	256
2022 Q2	$2.99M	Buy	+49,937	New	+$3.18M	0.69%	37

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

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

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

LIA

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

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

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

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

Arden Trust's AOA Position: Q1 2023 in Review

Arden Trust sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 266,687 shares — an estimated $15.9M sold.

Arden Trust first reported a position in AOA in Q2 2022 and held it in 2 quarters. The position peaked at $15.9M in Q4 2022. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

Arden Trust reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
Arden Trust sold 266,687 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $15.9M.
Arden Trust first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and held it in 2 quarters.
Arden Trust's iShares Core 80/20 Aggressive Allocation ETF position peaked at $15.9M in Q4 2022.
253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on Arden Trust's 13F filing for Q1 2023, filed 17 Apr 2023.