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

Cerity 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
2026 Q1	$3M	Buy	33,912 +3,139	+10%	+$286K	﹤0.01%	1257
2025 Q4	$2.76M	Buy	30,773 +2,726	+10%	+$243K	﹤0.01%	1232
2025 Q3	$2.47M	Buy	28,047 +80	+0.3%	+$6.81K	﹤0.01%	1193
2025 Q2	$2.33M	Buy	27,967 +58	+0.2%	+$4.54K	﹤0.01%	1145
2025 Q1	$2.14M	Buy	27,909 +105	+0.4%	+$8.18K	﹤0.01%	1099
2024 Q4	$2.13M	Buy	27,804 +351	+1%	+$27.5K	﹤0.01%	1079
2024 Q3	$2.17M	Sell	27,453 -818	-3%	-$62.1K	﹤0.01%	1059
2024 Q2	$2.11M	Buy	28,271 +120	+0.4%	+$8.77K	0.01%	887
2024 Q1	$2.07M	Sell	28,151 -519	-2%	-$36.6K	0.01%	953
2023 Q4	$1.98M	Buy	28,670 +1,013	+4%	+$66K	0.01%	776
2023 Q3	$1.76M	Sell	27,657 -791	-3%	-$52K	0.01%	612
2023 Q2	$1.89M	Buy	+28,448	New	+$1.83M	0.01%	743

Other funds holding AOA

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

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

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

Cerity Partners's AOA Position: Q1 2026 in Review

Cerity Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 10% in Q1 2026, buying an estimated $286K and bringing the position to 33,912 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Cerity Partners first reported a position in AOA in Q2 2023 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Cerity Partners held 33,912 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3M as of Q1 2026.
Cerity Partners bought 3,139 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $286K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1257 holding.
Cerity Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and has held it in 12 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.