Efficient Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $367K | Sell |
4,152
-101
| -2% | -$9.2K | 0.03% | 52 |
|
|
2025
Q4 | $381K | Sell |
4,253
-1,006
| -19% | -$89.6K | 0.02% | 52 |
|
|
2025
Q3 | $464K | Sell |
5,259
-1,091
| -17% | -$92.9K | 0.03% | 50 |
|
|
2025
Q2 | $530K | Sell |
6,350
-1,221
| -16% | -$95.5K | 0.03% | 70 |
|
|
2025
Q1 | $579K | Sell |
7,571
-1,619
| -18% | -$126K | 0.04% | 49 |
|
|
2024
Q4 | $704K | Sell |
9,190
-888
| -9% | -$69.5K | 0.05% | 49 |
|
|
2024
Q3 | $795K | Sell |
10,078
-93
| -0.9% | -$7.07K | 0.05% | 49 |
|
|
2024
Q2 | $761K | Sell |
10,171
-645
| -6% | -$47.1K | 0.05% | 49 |
|
|
2024
Q1 | $795K | Sell |
10,816
-560
| -5% | -$39.5K | 0.05% | 49 |
|
|
2023
Q4 | $786K | Sell |
11,376
-187
| -2% | -$12.2K | 0.05% | 50 |
|
|
2023
Q3 | $734K | Buy |
11,563
+79
| +0.7% | +$5.19K | 0.05% | 51 |
|
|
2023
Q2 | $762K | Sell |
11,484
-213
| -2% | -$13.7K | 0.05% | 51 |
|
|
2023
Q1 | $744K | Sell |
11,697
-156
| -1% | -$9.74K | 0.05% | 50 |
|
|
2022
Q4 | $708K | Sell |
11,853
-192
| -2% | -$11.4K | 0.07% | 45 |
|
|
2022
Q3 | $668K | Sell |
12,045
-102
| -0.8% | -$6.2K | 0.06% | 41 |
|
|
2022
Q2 | $728K | Sell |
12,147
-882
| -7% | -$56.1K | 0.06% | 40 |
|
|
2022
Q1 | $898K | Sell |
13,029
-3,908
| -23% | -$270K | 0.07% | 40 |
|
|
2021
Q4 | $1.23M | Sell |
16,937
-143
| -0.8% | -$10.3K | 0.09% | 40 |
|
|
2021
Q3 | $1.19M | Sell |
17,080
-374
| -2% | -$26.6K | 0.11% | 40 |
|
|
2021
Q2 | $1.23M | Sell |
17,454
-579
| -3% | -$40.3K | 0.15% | 40 |
|
|
2021
Q1 | $1.21M | Sell |
18,033
-3,069
| -15% | -$203K | 0.17% | 39 |
|
|
2020
Q4 | $1.35M | Sell |
21,102
-126
| -0.6% | -$7.7K | 0.21% | 40 |
|
|
2020
Q3 | $1.23M | Sell |
21,228
-573
| -3% | -$33K | 0.23% | 29 |
|
|
2020
Q2 | $1.2M | Buy |
21,801
+8
| +0% | +$416 | 0.22% | 29 |
|
|
2020
Q1 | $1.03M | Sell |
21,793
-407
| -2% | -$22.3K | 0.22% | 32 |
|
|
2019
Q4 | $1.29M | Buy |
22,200
+510
| +2% | +$28.7K | 0.22% | 30 |
|
|
2019
Q3 | $1.19M | Buy |
21,690
+893
| +4% | +$48.7K | 0.22% | 29 |
|
|
2019
Q2 | $1.15M | Buy |
20,797
+37
| +0.2% | +$2K | 0.2% | 33 |
|
|
2019
Q1 | $1.11M | Sell |
20,760
-103
| -0.5% | -$5.34K | 0.19% | 34 |
|
|
2018
Q4 | $1.01M | Buy |
20,863
+830
| +4% | +$42.4K | 0.19% | 34 |
|
|
2018
Q3 | $1.09M | Buy |
20,033
+605
| +3% | +$32.8K | 0.19% | 34 |
|
|
2018
Q2 | $1.04M | Sell |
19,428
-569
| -3% | -$30.6K | 0.18% | 34 |
|
|
2018
Q1 | $1.07M | Sell |
19,997
-337
| -2% | -$18.4K | 0.18% | 34 |
|
|
2017
Q4 | $1.1M | Sell |
20,334
-513
| -2% | -$28K | 0.18% | 34 |
|
|
2017
Q3 | $1.12M | Buy |
20,847
+197
| +1% | +$10.3K | 0.19% | 34 |
|
|
2017
Q2 | $1.07M | Sell |
20,650
-276
| -1% | -$14.1K | 0.16% | 43 |
|
|
2017
Q1 | $1.04M | Sell |
20,926
-940
| -4% | -$46K | 0.15% | 43 |
|
|
2016
Q4 | $1.03M | Sell |
21,866
-489
| -2% | -$23K | 0.15% | 44 |
|
|
2016
Q3 | $1.06M | Buy |
22,355
+623
| +3% | +$29.3K | 0.16% | 44 |
|
|
2016
Q2 | $997K | Sell |
21,732
-808
| -4% | -$36.8K | 0.16% | 49 |
|
|
2016
Q1 | $1.02M | Sell |
22,540
-310
| -1% | -$13.4K | 0.18% | 43 |
|
|
2015
Q4 | $1.02M | Sell |
22,850
-170
| -0.7% | -$7.75K | 0.22% | 29 |
|
|
2015
Q3 | $1M | Buy |
23,020
+515
| +2% | +$23.6K | 0.22% | 29 |
|
|
2015
Q2 | $1.07M | Buy |
22,505
+721
| +3% | +$34.8K | 0.22% | 28 |
|
|
2015
Q1 | $1.03M | Buy |
21,784
+996
| +5% | +$46.8K | 0.22% | 29 |
|
|
2014
Q4 | $962K | Sell |
20,788
-7
| -0% | -$322 | 0.22% | 27 |
|
|
2014
Q3 | $948K | Sell |
20,795
-1,263
| -6% | -$58.8K | 0.22% | 23 |
|
|
2014
Q2 | $1.04M | Sell |
22,058
-949
| -4% | -$43.5K | 0.24% | 20 |
|
|
2014
Q1 | $1.04M | Sell |
23,007
-1,303
| -5% | -$57.8K | 0.25% | 18 |
|
|
2013
Q4 | $1.08M | Buy |
24,310
+785
| +3% | +$34K | 0.26% | 19 |
|
|
2013
Q3 | $988K | Buy |
23,525
+1,225
| +5% | +$50.6K | 0.25% | 20 |
|
|
2013
Q2 | $891K | Buy |
+22,300
| New | +$900K | 0.25% | 19 |
|
Other funds holding AOA
EIG
JSA
FIA
MFIM
Efficient Advisors's AOA Position: Q1 2026 in Review
Efficient Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 2.4% in Q1 2026, selling an estimated $9.2K and leaving 4,152 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #52.
Efficient Advisors first reported a position in AOA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35M in Q4 2020. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.
- Efficient Advisors held 4,152 shares of iShares Core 80/20 Aggressive Allocation ETF worth $367K as of Q1 2026.
- Efficient Advisors sold 101 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $9.2K.
- iShares Core 80/20 Aggressive Allocation ETF made up 0.03% of Efficient Advisors's portfolio in Q1 2026, its #52 holding.
- Efficient Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2013 and has held it in 52 quarters since.
- Efficient Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.35M in Q4 2020.
- 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.