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

Essential Planning’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
2025
Q1 		– Sell
-73,855
Closed -$5.78M – 90
2024
Q4 		$5.78M Buy
+73,855
New +$5.78M 0.04% 109

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's AOA Position: Q1 2025 in Review

Essential Planning sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 73,855 shares — an estimated $5.78M sold.

Essential Planning first reported a position in AOA in Q4 2024 and held it in 1 quarter. The position peaked at $5.78M in Q4 2024. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

  • Essential Planning reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 73,855 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $5.78M.
  • Essential Planning first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5.78M in Q4 2024.
  • 346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.