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

ERTS Wealth 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
2019
Q1 		– Sell
-2,324
Closed -$113K – 102
2018
Q4 		$113K Buy
+2,324
New +$119K 0.08% 106

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ERTS Wealth Advisors's AOA Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2019, closing a stake of 2,324 shares — an estimated $113K sold.

ERTS Wealth Advisors first reported a position in AOA in Q4 2018 and held it in 1 quarter. The position peaked at $113K in Q4 2018. 155 funds tracked by Wall St. Rank hold AOA as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 2,324 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2019, an estimated $113K.
  • ERTS Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $113K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.