Financial Architects (New Jersey)’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-72	Closed	-$4K	–	300
2020 Q2	$4K	Hold	72	–	–	﹤0.01%	745
2020 Q1	$3K	Sell	72 -5	-6%	-$274	﹤0.01%	745
2019 Q4	$4K	Buy	77 +2	+3%	+$113	﹤0.01%	780
2019 Q3	$4K	Hold	75	–	–	﹤0.01%	840
2019 Q2	$4K	Sell	75 -25	-25%	-$1.35K	﹤0.01%	1021
2019 Q1	$5K	Buy	+100	New	+$5.18K	﹤0.01%	1212
2018 Q1	–	Sell	-200	Closed	-$11K	–	1388
2017 Q4	$11K	Buy	+200	New	+$10.9K	﹤0.01%	1116

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

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

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

PAMG

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

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

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

Financial Architects (New Jersey)'s AOA Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2020, closing a stake of 72 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in AOA in Q4 2017 and held it in 7 quarters. The position peaked at $11K in Q4 2017. 177 funds tracked by Wall St. Rank hold AOA as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 72 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2020, an estimated $4K.
Financial Architects (New Jersey) first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 7 quarters.
Financial Architects (New Jersey)'s iShares Core 80/20 Aggressive Allocation ETF position peaked at $11K in Q4 2017.
177 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.