Franklin Resources
AOA icon

Franklin Resources’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Franklin Resources’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
2023
Q1 		– Sell
-266,687
Closed -$15.9M – 2312
2022
Q4 		$15.9M Buy
+266,687
New +$15.8M 0.01% 838
2022
Q3 		– Sell
-49,937
Closed -$2.99M – 2306
2022
Q2 		$2.99M Buy
+49,937
New +$3.18M ﹤0.01% 1246

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources's AOA Position: Q1 2023 in Review

Franklin Resources sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 266,687 shares — an estimated $15.9M sold.

Franklin Resources first reported a position in AOA in Q2 2022 and held it in 2 quarters. The position peaked at $15.9M in Q4 2022. 253 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

  • Franklin Resources reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 266,687 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $15.9M.
  • Franklin Resources first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2022 and held it in 2 quarters.
  • Franklin Resources's iShares Core 80/20 Aggressive Allocation ETF position peaked at $15.9M in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.