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Flagship Harbor Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Flagship Harbor 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
2026
Q1 		– Sell
-2,253
Closed -$202K – 798
2025
Q4 		$202K Buy
+2,253
New +$201K 0.01% 661
2020
Q4 		– Sell
-629
Closed -$36K – 618
2020
Q3 		$36K Sell
629
-1,868
-75% -$108K ﹤0.01% 950
2020
Q2 		$137K Sell
2,497
-99
-4% -$5.15K 0.02% 557
2020
Q1 		$123K Hold
2,596
– – 0.02% 498
2019
Q4 		$151K Sell
2,596
-138
-5% -$7.78K 0.03% 502
2019
Q3 		$150K Buy
2,734
+36
+1% +$1.96K 0.03% 484
2019
Q2 		$148K Sell
2,698
-3
-0.1% -$162 0.03% 469
2019
Q1 		$144K Hold
2,701
– – 0.03% 485
2018
Q4 		$131K Sell
2,701
-145
-5% -$7.41K 0.03% 461
2018
Q3 		$156K Buy
2,846
+290
+11% +$15.7K 0.03% 480
2018
Q2 		$136K Buy
+2,556
New +$138K 0.03% 488

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return