GWSA
AOA icon

Global Wealth Strategies & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Global Wealth Strategies & 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
2025
Q3 		– Sell
-12
Closed -$1K – 487
2025
Q2 		$1K Buy
+12
New +$938 ﹤0.01% 332

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 $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Global Wealth Strategies & Associates's AOA Position: Q3 2025 in Review

Global Wealth Strategies & Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 12 shares — an estimated $1K sold.

Global Wealth Strategies & Associates first reported a position in AOA in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 374 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $1K.
  • Global Wealth Strategies & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.