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Bartlett & Co’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bartlett & Co’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
Q4 		$10K Buy
+142
New +$9.25K ﹤0.01% 993
2018
Q1 		– Sell
-84
Closed -$5K – 727
2017
Q4 		$5K Hold
84
– – ﹤0.01% 629
2017
Q3 		$5K Buy
+84
New +$4.41K ﹤0.01% 612

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bartlett & Co's AOA Position: Q4 2023 in Review

Bartlett & Co opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023: 142 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in AOA as recently as Q4 2017.

Bartlett & Co first reported a position in AOA in Q3 2017 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

  • Bartlett & Co held 142 shares of iShares Core 80/20 Aggressive Allocation ETF worth $10K as of Q4 2023.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Bartlett & Co position in Q4 2023.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #993 holding.
  • Bartlett & Co first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2017 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.