Crewe Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Crewe Advisors’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
2024 Q3	–	Sell	-30	Closed	-$2.24K	–	734
2024 Q2	$2.24K	Hold	30	–	–	﹤0.01%	866
2024 Q1	$2.2K	Hold	30	–	–	﹤0.01%	843
2023 Q4	$2.07K	Hold	30	–	–	﹤0.01%	295
2023 Q3	$1.91K	Hold	30	–	–	﹤0.01%	334
2023 Q2	$1.99K	Hold	30	–	–	﹤0.01%	535
2023 Q1	$1.91K	Buy	+30	New	+$1.87K	﹤0.01%	725

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

MFIM

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

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

Crewe Advisors's AOA Position: Q3 2024 in Review

Crewe Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2024, closing a stake of 30 shares — an estimated $2.24K sold.

Crewe Advisors first reported a position in AOA in Q1 2023 and held it in 6 quarters. The position peaked at $2.24K in Q2 2024. 318 funds tracked by Wall St. Rank hold AOA as of Q3 2024.

Crewe Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 30 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2024, an estimated $2.24K.
Crewe Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2023 and held it in 6 quarters.
Crewe Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.24K in Q2 2024.
318 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.