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Ellevest Inc’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Ellevest Inc’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
2021
Q3 		– Sell
-1
Closed – – 1381
2021
Q2 		$0 Buy
+1
New +$70 ﹤0.01% 1266
2020
Q4 		– Sell
-25
Closed -$1K – 1185
2020
Q3 		$1K Buy
+25
New +$1.44K ﹤0.01% 962

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Ellevest Inc's AOA Position: Q3 2021 in Review

Ellevest Inc sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2021, closing a stake of 1 share.

Ellevest Inc first reported a position in AOA in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 218 funds tracked by Wall St. Rank hold AOA as of Q3 2021.

  • Ellevest Inc reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Ellevest Inc sold 1 iShares Core 80/20 Aggressive Allocation ETF share in Q3 2021.
  • Ellevest Inc first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2020 and held it in 2 quarters.
  • Ellevest Inc's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1K in Q3 2020.
  • 218 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.