MWM
AOA icon

MBE Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-117
Closed -$5K – 70
2020
Q1 		$5K Buy
+117
New +$6.41K ﹤0.01% 363

Other funds holding AOA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

MBE Wealth Management's AOA Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2020, closing a stake of 117 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in AOA in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 172 funds tracked by Wall St. Rank hold AOA as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 117 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $5K in Q1 2020.
  • 172 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.