Measured Wealth Private Client Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-500	Closed	-$27K	–	134
2018 Q3	$27K	Buy	+500	New	+$27.1K	0.02%	468

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AIP

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Measured Wealth Private Client Group's AOA Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2018, closing a stake of 500 shares — an estimated $27K sold.

Measured Wealth Private Client Group first reported a position in AOA in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 150 funds tracked by Wall St. Rank hold AOA as of Q4 2018.

Measured Wealth Private Client Group reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 500 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2018, an estimated $27K.
Measured Wealth Private Client Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's iShares Core 80/20 Aggressive Allocation ETF position peaked at $27K in Q3 2018.
150 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.