Moneta Group Investment Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Moneta Group Investment 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	$800K	Buy	9,036 +2,148	+31%	+$196K	0.01%	401
2025 Q4	$617K	Sell	6,888 -437	-6%	-$38.9K	﹤0.01%	448
2025 Q3	$646K	Buy	7,325 +4,315	+143%	+$367K	0.01%	434
2025 Q2	$251K	Sell	3,010 -13	-0.4%	-$1.02K	﹤0.01%	611
2025 Q1	$231K	Buy	+3,023	New	+$236K	﹤0.01%	594
2019 Q1	–	Sell	-4,140	Closed	-$201K	–	256
2018 Q4	$201K	Buy	+4,140	New	+$212K	0.02%	197

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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 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 $6.37B AUM 23.22% 1-Year Est. Return

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

Moneta Group Investment Advisors's AOA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 31% in Q1 2026, buying an estimated $196K and bringing the position to 9,036 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #401.

Moneta Group Investment Advisors first reported a position in AOA in Q4 2018 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Moneta Group Investment Advisors held 9,036 shares of iShares Core 80/20 Aggressive Allocation ETF worth $800K as of Q1 2026.
Moneta Group Investment Advisors bought 2,148 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $196K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #401 holding.
Moneta Group Investment Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2018 and has held it in 6 quarters since.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.