Clear Perspectives Financial Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clear Perspectives Financial Planning’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	$68.2K	Sell	1,073 -35	-3%	-$2.19K	0.04%	62
2022 Q4	$66.2K	Sell	1,108 -597	-35%	-$35.3K	0.04%	68
2022 Q3	$95K	Sell	1,705 -2,100	-55%	-$128K	0.05%	61
2022 Q2	$228K	Sell	3,805 -635	-14%	-$40.4K	0.09%	50
2022 Q1	$306K	Sell	4,440 -532	-11%	-$36.8K	0.12%	44
2021 Q4	$362K	Sell	4,972 -237	-5%	-$17.1K	0.15%	45
2021 Q3	$364K	Sell	5,209 -414	-7%	-$29.5K	0.16%	45
2021 Q2	$397K	Sell	5,623 -1,463	-21%	-$102K	0.19%	46
2021 Q1	$474K	Sell	7,086 -305	-4%	-$20.1K	0.27%	37
2020 Q4	$474K	Buy	+7,391	New	+$452K	0.3%	36

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

Clear Perspectives Financial Planning's AOA Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 3.2% in Q1 2023, selling an estimated $2.19K and leaving 1,073 shares worth $68.2K. The position accounts for 0.04% of the portfolio, ranked #62.

Clear Perspectives Financial Planning first reported a position in AOA in Q4 2020 and has held it in 10 quarters since. The position peaked at $474K in Q1 2021. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

Clear Perspectives Financial Planning held 1,073 shares of iShares Core 80/20 Aggressive Allocation ETF worth $68.2K as of Q1 2023.
Clear Perspectives Financial Planning sold 35 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $2.19K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.04% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #62 holding.
Clear Perspectives Financial Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Core 80/20 Aggressive Allocation ETF position peaked at $474K in Q1 2021.
253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.