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

McNaughton 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
2022 Q3	–	Sell	-3,486	Closed	-$209K	–	54
2022 Q2	$209K	Hold	3,486	–	–	0.15%	51
2022 Q1	$240K	Sell	3,486 -17	-0.5%	-$1.18K	0.16%	49
2021 Q4	$252K	Sell	3,503 -105	-3%	-$7.57K	0.16%	48
2021 Q3	$252K	Sell	3,608 -29	-0.8%	-$2.06K	0.18%	46
2021 Q2	$257K	Sell	3,637 -557	-13%	-$38.7K	0.18%	49
2021 Q1	$281K	Sell	4,194 -17,390	-81%	-$1.15M	0.22%	42
2020 Q4	$1.39M	Sell	21,584 -1,019	-5%	-$62.3K	1.11%	23
2020 Q3	$1.31M	Sell	22,603 -9,705	-30%	-$560K	1.15%	24
2020 Q2	$1.77M	Sell	32,308 -3,270	-9%	-$170K	1.64%	19
2020 Q1	$1.69M	Buy	35,578 +15,002	+73%	+$821K	1.8%	18
2019 Q4	$1.2M	Buy	+20,576	New	+$1.16M	1.11%	23

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 $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $79.5B AUM 27.1% 1-Year Est. Return

McNaughton Wealth Management's AOA Position: Q3 2022 in Review

McNaughton Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2022, closing a stake of 3,486 shares — an estimated $209K sold.

McNaughton Wealth Management first reported a position in AOA in Q4 2019 and held it in 11 quarters. The position peaked at $1.77M in Q2 2020. 234 funds tracked by Wall St. Rank hold AOA as of Q3 2022.

McNaughton Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2022 after selling out during the quarter.
McNaughton Wealth Management sold 3,486 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2022, an estimated $209K.
McNaughton Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 11 quarters.
McNaughton Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.77M in Q2 2020.
234 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2022.

Based on McNaughton Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.