EisnerAmper Wealth Management Corporate Benefits’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023 Q4	–	Sell	-11,435	Closed	-$726K	–	68
2023 Q3	$726K	Buy	+11,435	New	+$751K	0.32%	45

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFIM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's AOA Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 11,435 shares — an estimated $726K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AOA in Q3 2023 and held it in 1 quarter. The position peaked at $726K in Q3 2023. 307 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 11,435 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $726K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and held it in 1 quarter.
EisnerAmper Wealth Management Corporate Benefits's iShares Core 80/20 Aggressive Allocation ETF position peaked at $726K in Q3 2023.
307 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.