CF
AOA icon

Clarity Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clarity Financial’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
2021
Q4 		– Sell
-25,804
Closed -$1.8M – 98
2021
Q3 		$1.8M Buy
25,804
+13,471
+109% +$959K 0.29% 58
2021
Q2 		$871K Buy
+12,333
New +$858K 0.17% 64

Other funds holding AOA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clarity Financial's AOA Position: Q4 2021 in Review

Clarity Financial sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2021, closing a stake of 25,804 shares — an estimated $1.8M sold.

Clarity Financial first reported a position in AOA in Q2 2021 and held it in 2 quarters. The position peaked at $1.8M in Q3 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q4 2021.

  • Clarity Financial reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Clarity Financial sold 25,804 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2021, an estimated $1.8M.
  • Clarity Financial first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2021 and held it in 2 quarters.
  • Clarity Financial's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.8M in Q3 2021.
  • 248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2021.

Based on Clarity Financial's 13F filing for Q4 2021, filed 4 Feb 2022.