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Global Financial Private Client’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-1,325
Closed -$101K – 302
2025
Q1 		$101K Hold
1,325
– – 0.04% 264
2024
Q4 		$102K Hold
1,325
– – 0.04% 264
2024
Q3 		$105K Hold
1,325
– – 0.04% 258
2024
Q2 		$99.1K Hold
1,325
– – 0.04% 239
2024
Q1 		$97K Hold
1,325
– – 0.04% 239
2023
Q4 		$91.5K Hold
1,325
– – 0.04% 242
2023
Q3 		$83.6K Hold
1,325
– – 0.04% 234
2023
Q2 		$87.9K Hold
1,325
– – 0.04% 235
2023
Q1 		$84.7K Hold
1,325
– – 0.04% 231
2022
Q4 		$79.2K Hold
1,325
– – 0.04% 224
2022
Q3 		$74.9K Hold
1,325
– – 0.04% 221
2022
Q2 		$79.8K Sell
1,325
-75
-5% -$4.77K 0.05% 214
2022
Q1 		$97K Hold
1,400
– – 0.05% 198
2021
Q4 		$102K Hold
1,400
– – 0.05% 204
2021
Q3 		$98.1K Hold
1,400
– – 0.05% 185
2021
Q2 		$99.2K Hold
1,400
– – 0.06% 178
2021
Q1 		$94.5K Hold
1,400
– – 0.07% 157
2020
Q4 		$89.9K Hold
1,400
– – 0.07% 144
2020
Q3 		$81.5K Hold
1,400
– – 0.07% 147
2020
Q2 		$77K Sell
1,400
-60
-4% -$3.12K 0.07% 163
2020
Q1 		$67.2K Hold
1,460
– – 0.07% 179
2019
Q4 		$84.7K Buy
+1,460
New +$82.3K 0.07% 185

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Financial Private Client's AOA Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2025, closing a stake of 1,325 shares — an estimated $101K sold.

Global Financial Private Client first reported a position in AOA in Q4 2019 and held it in 22 quarters. The position peaked at $105K in Q3 2024. 358 funds tracked by Wall St. Rank hold AOA as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,325 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2025, an estimated $101K.
  • Global Financial Private Client first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares Core 80/20 Aggressive Allocation ETF position peaked at $105K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.