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Halbert Hargrove Global Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Halbert Hargrove Global Advisors’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
2026
Q2 		$167K Sell
1,715
-16
-0.9% -$1.53K 0.01% 120
2026
Q1 		$153K Sell
1,731
-151
-8% -$13.8K 0.01% 112
2025
Q4 		$169K Sell
1,882
-1,720
-48% -$153K 0.01% 107
2025
Q3 		$317K Buy
3,602
+7
+0.2% +$596 0.02% 81
2025
Q2 		$300K Sell
3,595
-46
-1% -$3.6K 0.02% 70
2025
Q1 		$279K Sell
3,641
-184
-5% -$14.3K 0.02% 73
2024
Q4 		$293K Buy
3,825
+314
+9% +$24.6K 0.02% 77
2024
Q3 		$277K Sell
3,511
-257
-7% -$19.5K 0.02% 76
2024
Q2 		$282K Sell
3,768
-320
-8% -$23.4K 0.02% 77
2024
Q1 		$300K Sell
4,088
-120
-3% -$8.47K 0.02% 81
2023
Q4 		$291K Buy
4,208
+588
+16% +$38.3K 0.02% 79
2023
Q3 		$230K Buy
3,620
+318
+10% +$20.9K 0.02% 88
2023
Q2 		$219K Buy
3,302
+22
+0.7% +$1.42K 0.02% 85
2023
Q1 		$209K Sell
3,280
-162
-5% -$10.1K 0.01% 158
2022
Q4 		$206K Buy
+3,442
New +$204K 0.01% 156
2022
Q1 		– Sell
-2,944
Closed -$214K – 167
2021
Q4 		$214K Buy
+2,944
New +$212K 0.01% 151

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's AOA Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 0.92% in Q2 2026, selling an estimated $1.53K and leaving 1,715 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #120.

Halbert Hargrove Global Advisors first reported a position in AOA in Q4 2021 and has held it in 16 quarters since. The position peaked at $317K in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,715 shares of iShares Core 80/20 Aggressive Allocation ETF worth $167K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 16 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $1.53K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #120 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2021 and has held it in 16 quarters since.
  • Halbert Hargrove Global Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $317K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.