Clifford Swan Investment Counsel’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Clifford Swan Investment Counsel’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	–	Sell	-28,503	Closed	-$2.55M	–	334
2025 Q4	$2.55M	Buy	+28,503	New	+$2.54M	0.08%	138

Other funds holding AOA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clifford Swan Investment Counsel's AOA Position: Q1 2026 in Review

Clifford Swan Investment Counsel sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 28,503 shares — an estimated $2.55M sold.

Clifford Swan Investment Counsel first reported a position in AOA in Q4 2025 and held it in 1 quarter. The position peaked at $2.55M in Q4 2025. 405 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Clifford Swan Investment Counsel reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
Clifford Swan Investment Counsel sold 28,503 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $2.55M.
Clifford Swan Investment Counsel first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2025 and held it in 1 quarter.
Clifford Swan Investment Counsel's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.55M in Q4 2025.
405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.