Legacy Financial Strategies’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Legacy Financial Strategies’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
2018 Q2	–	Sell	-53,416	Closed	-$2.86M	–	93
2018 Q1	$2.86M	Buy	53,416 +28,193	+112%	+$1.54M	2.79%	8
2017 Q4	$1.36M	Buy	+25,223	New	+$1.38M	1.45%	14

Other funds holding AOA

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAMG

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

Legacy Financial Strategies's AOA Position: Q2 2018 in Review

Legacy Financial Strategies sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2018, closing a stake of 53,416 shares — an estimated $2.86M sold.

Legacy Financial Strategies first reported a position in AOA in Q4 2017 and held it in 2 quarters. The position peaked at $2.86M in Q1 2018. 145 funds tracked by Wall St. Rank hold AOA as of Q2 2018.

Legacy Financial Strategies reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2018 after selling out during the quarter.
Legacy Financial Strategies sold 53,416 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2018, an estimated $2.86M.
Legacy Financial Strategies first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 2 quarters.
Legacy Financial Strategies's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.86M in Q1 2018.
145 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2018.

Based on Legacy Financial Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.