Essential Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Essential Partners’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 Q1	$7.79K	Buy	88 +26	+42%	+$2.37K	﹤0.01%	1363
2025 Q4	$5.55K	Hold	62	–	–	﹤0.01%	1386
2025 Q3	$5.46K	Hold	62	–	–	﹤0.01%	1385
2025 Q2	$5.17K	Buy	+62	New	+$4.85K	﹤0.01%	1043

Other funds holding AOA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

MFIM

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

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

Essential Partners's AOA Position: Q1 2026 in Review

Essential Partners increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 42% in Q1 2026, buying an estimated $2.37K and bringing the position to 88 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Essential Partners first reported a position in AOA in Q2 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Essential Partners held 88 shares of iShares Core 80/20 Aggressive Allocation ETF worth $7.79K as of Q1 2026.
Essential Partners bought 26 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $2.37K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1363 holding.
Essential Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and has held it in 4 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.