Consilium Wealth Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Consilium Wealth Advisory’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 Q2	$7.98M	Buy	81,761 +11,421	+16%	+$1.09M	2.37%	13
2026 Q1	$6.22M	Buy	70,340 +2,760	+4%	+$251K	2.12%	12
2025 Q4	$6.05M	Buy	67,580 +2,258	+3%	+$201K	2.23%	13
2025 Q3	$5.76M	Buy	65,322 +665	+1%	+$56.6K	2.22%	12
2025 Q2	$5.39M	Buy	64,657 +1,276	+2%	+$99.8K	2.27%	12
2025 Q1	$4.85M	Buy	63,381 +4,387	+7%	+$342K	2.43%	12
2024 Q4	$4.52M	Sell	58,994 -17	-0%	-$1.33K	2.16%	14
2024 Q3	$4.66M	Buy	59,011 +994	+2%	+$75.5K	2.54%	10
2024 Q2	$4.34M	Sell	58,017 -259	-0.4%	-$18.9K	2.37%	11
2024 Q1	$4.28M	Buy	58,276 +844	+1%	+$59.6K	2.41%	12
2023 Q4	$3.97M	Buy	57,432 +2,640	+5%	+$172K	2.39%	14
2023 Q3	$3.48M	Sell	54,792 -607	-1%	-$39.9K	2.44%	13
2023 Q2	$3.68M	Buy	55,399 +5,555	+11%	+$357K	2.55%	13
2023 Q1	$3.17M	Buy	49,844 +2,169	+5%	+$135K	2.7%	11
2022 Q4	$2.85M	Sell	47,675 -3,826	-7%	-$226K	2.43%	11
2022 Q3	$2.86M	Buy	51,501 +4,087	+9%	+$248K	3.18%	9
2022 Q2	$2.84M	Sell	47,414 -36,717	-44%	-$2.34M	3.06%	9
2022 Q1	$5.8M	Sell	84,131 -7,329	-8%	-$507K	4.16%	7
2021 Q4	$6.66M	Buy	+91,460	New	+$6.59M	4.32%	6

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

JSA

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

EIG

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Consilium Wealth Advisory's AOA Position: Q2 2026 in Review

Consilium Wealth Advisory increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 16% in Q2 2026, buying an estimated $1.09M and bringing the position to 81,761 shares worth $7.98M. The position accounts for 2.37% of the portfolio, ranked #13.

Consilium Wealth Advisory first reported a position in AOA in Q4 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Consilium Wealth Advisory held 81,761 shares of iShares Core 80/20 Aggressive Allocation ETF worth $7.98M as of Q2 2026.
Consilium Wealth Advisory bought 11,421 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.09M.
iShares Core 80/20 Aggressive Allocation ETF made up 2.37% of Consilium Wealth Advisory's portfolio in Q2 2026, its #13 holding.
Consilium Wealth Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 19 quarters since.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.