Goldstein Munger & Associates’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Goldstein Munger & 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 Q3	–	Sell	-3,479	Closed	-$208K	–	33
2022 Q2	$208K	Buy	3,479 +239	+7%	+$15.2K	0.06%	33
2022 Q1	$223K	Hold	3,240	–	–	0.06%	35
2021 Q4	$236K	Hold	3,240	–	–	0.06%	33
2021 Q3	$226K	Hold	3,240	–	–	0.06%	33
2021 Q2	$229K	Hold	3,240	–	–	0.06%	33
2021 Q1	$217K	Hold	3,240	–	–	0.06%	34
2020 Q4	$208K	Buy	+3,240	New	+$198K	0.06%	39

Other funds holding AOA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LIA

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

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

RJA

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

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

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

Goldstein Munger & Associates's AOA Position: Q3 2022 in Review

Goldstein Munger & Associates sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 3,479 shares — an estimated $208K sold.

Goldstein Munger & Associates first reported a position in AOA in Q4 2020 and held it in 7 quarters. The position peaked at $236K in Q4 2021. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

Goldstein Munger & Associates reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
Goldstein Munger & Associates sold 3,479 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $208K.
Goldstein Munger & Associates first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 7 quarters.
Goldstein Munger & Associates's iShares Core 80/20 Aggressive Allocation ETF position peaked at $236K in Q4 2021.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.