Goldman Sachs’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Goldman Sachs’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
2024 Q2	–	Sell	-23,322	Closed	-$1.71M	–	5636
2024 Q1	$1.71M	Buy	+23,322	New	+$1.65M	﹤0.01%	3971
2023 Q4	–	Sell	-14,729	Closed	-$935K	–	5608
2023 Q3	$935K	Sell	14,729 -2,126	-13%	-$140K	﹤0.01%	4313
2023 Q2	$1.12M	Sell	16,855 -7,043	-29%	-$453K	﹤0.01%	4275
2023 Q1	$1.52M	Buy	23,898 +7,095	+42%	+$443K	﹤0.01%	4070
2022 Q4	$1M	Buy	+16,803	New	+$995K	﹤0.01%	4419
2022 Q2	–	Sell	-32,829	Closed	-$2.26M	–	6439
2022 Q1	$2.26M	Buy	+32,829	New	+$2.27M	﹤0.01%	4148
2019 Q3	–	Sell	-17,350	Closed	-$957K	–	5150
2019 Q2	$957K	Buy	+17,350	New	+$937K	﹤0.01%	4027
2014 Q4	–	Sell	-6,557	Closed	-$299K	–	7100
2014 Q3	$299K	Buy	+6,557	New	+$305K	﹤0.01%	5756

Other funds holding AOA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Goldman Sachs's AOA Position: Q2 2024 in Review

Goldman Sachs sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 23,322 shares — an estimated $1.71M sold.

Goldman Sachs first reported a position in AOA in Q3 2014 and held it in 8 quarters. The position peaked at $2.26M in Q1 2022. 315 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

Goldman Sachs reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
Goldman Sachs sold 23,322 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $1.71M.
Goldman Sachs first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2014 and held it in 8 quarters.
Goldman Sachs's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.26M in Q1 2022.
315 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Goldman Sachs's 13F filing for Q2 2024, filed 13 Aug 2024.