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

Executive Wealth Management’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 Q3	–	Sell	-25	Closed	-$1K	–	170
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	833
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	770
2018 Q4	$1K	Buy	+25	New	+$1.28K	﹤0.01%	800

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Executive Wealth Management's AOA Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2019, closing a stake of 25 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in AOA in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 155 funds tracked by Wall St. Rank hold AOA as of Q3 2019.

Executive Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 25 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2019, an estimated $1K.
Executive Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1K in Q2 2019.
155 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.