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Eastern Bank’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Eastern Bank’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 		$42.9K Hold
440
– – ﹤0.01% 642
2026
Q1 		$38.9K Hold
440
– – ﹤0.01% 608
2025
Q4 		$39.4K Hold
440
– – ﹤0.01% 617
2025
Q3 		$38.8K Sell
440
-1,620
-79% -$138K ﹤0.01% 607
2025
Q2 		$172K Buy
2,060
+1,545
+300% +$121K ﹤0.01% 377
2025
Q1 		$39.4K Hold
515
– – ﹤0.01% 576
2024
Q4 		$39.5K Buy
515
+85
+20% +$6.66K ﹤0.01% 597
2024
Q3 		$33.9K Buy
+430
New +$32.7K ﹤0.01% 608

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Eastern Bank's AOA Position: Q2 2026 in Review

Eastern Bank held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q2 2026 at 440 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Eastern Bank first reported a position in AOA in Q3 2024 and has held it in 8 quarters since. The position peaked at $172K in Q2 2025. 421 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Eastern Bank held 440 shares of iShares Core 80/20 Aggressive Allocation ETF worth $42.9K as of Q2 2026.
  • Eastern Bank left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #642 holding.
  • Eastern Bank first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's iShares Core 80/20 Aggressive Allocation ETF position peaked at $172K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.