MCF Advisors
AOA icon

MCF Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

MCF 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
Q3 		– Sell
-303
Closed -$29.6K – 473
2026
Q2 		$29.6K Hold
303
– – ﹤0.01% 796
2026
Q1 		$26.8K Buy
+303
New +$27.6K ﹤0.01% 745

Other funds holding AOA

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

MCF Advisors's AOA Position: Q3 2026 in Review

MCF Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2026, closing a stake of 303 shares — an estimated $29.6K sold.

MCF Advisors first reported a position in AOA in Q1 2026 and held it in 2 quarters. The position peaked at $29.6K in Q2 2026. 222 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

  • MCF Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • MCF Advisors sold 303 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $29.6K.
  • MCF Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2026 and held it in 2 quarters.
  • MCF Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $29.6K in Q2 2026.
  • 222 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.