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

Mercer Global 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 Q1	$537K	Sell	6,064 -1,284	-17%	-$117K	﹤0.01%	1939
2025 Q4	$658K	Buy	7,348 +1,506	+26%	+$134K	﹤0.01%	1690
2025 Q3	$515K	Sell	5,842 -625	-10%	-$53.2K	﹤0.01%	1740
2025 Q2	$539K	Sell	6,467 -845	-12%	-$66.1K	﹤0.01%	1534
2025 Q1	$559K	Sell	7,312 -1,578	-18%	-$123K	﹤0.01%	1409
2024 Q4	$681K	Sell	8,890 -130	-1%	-$10.2K	﹤0.01%	1280
2024 Q3	$708K	Sell	9,020 -3,268	-27%	-$248K	﹤0.01%	1165
2024 Q2	$919K	Sell	12,288 -958	-7%	-$70K	﹤0.01%	1000
2024 Q1	$973K	Sell	13,246 -1,099	-8%	-$77.6K	﹤0.01%	980
2023 Q4	$990K	Sell	14,345 -1,446	-9%	-$94.2K	﹤0.01%	982
2023 Q3	$1M	Sell	15,791 -277	-2%	-$18.2K	﹤0.01%	939
2023 Q2	$1.07M	Buy	16,068 +7,050	+78%	+$454K	﹤0.01%	929
2023 Q1	$573K	Sell	9,018 -11,589	-56%	-$724K	﹤0.01%	1136
2022 Q4	$1.23M	Sell	20,607 -2,246	-10%	-$133K	0.01%	832
2022 Q3	$1.27M	Sell	22,853 -3,037	-12%	-$185K	0.01%	757
2022 Q2	$1.55M	Sell	25,890 -15,600	-38%	-$993K	0.01%	679
2022 Q1	$2.86M	Buy	41,490 +14,853	+56%	+$1.03M	0.02%	539
2021 Q4	$1.94M	Sell	26,637 -985	-4%	-$71K	0.01%	636
2021 Q3	$1.93M	Buy	27,622 +3,197	+13%	+$228K	0.01%	629
2021 Q2	$1.73M	Buy	24,425 +2,018	+9%	+$140K	0.01%	629
2021 Q1	$1.5M	Buy	+22,407	New	+$1.48M	0.01%	635

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mercer Global Advisors's AOA Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 17% in Q1 2026, selling an estimated $117K and leaving 6,064 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Mercer Global Advisors first reported a position in AOA in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.86M in Q1 2022. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Mercer Global Advisors held 6,064 shares of iShares Core 80/20 Aggressive Allocation ETF worth $537K as of Q1 2026.
Mercer Global Advisors sold 1,284 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $117K.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1939 holding.
Mercer Global Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 21 quarters since.
Mercer Global Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.86M in Q1 2022.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.