Freedman Financial Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-891	Closed	-$62K	–	27
2022 Q1	$62K	Hold	891	–	–	0.04%	171
2021 Q4	$65K	Hold	891	–	–	0.04%	166
2021 Q3	$62K	Buy	+891	New	+$63.5K	0.05%	169

Other funds holding AOA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

LIA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Freedman Financial Associates's AOA Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 891 shares — an estimated $62K sold.

Freedman Financial Associates first reported a position in AOA in Q3 2021 and held it in 3 quarters. The position peaked at $65K in Q4 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 891 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $62K.
Freedman Financial Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2021 and held it in 3 quarters.
Freedman Financial Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $65K in Q4 2021.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.