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Money Concepts Capital’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-855
Closed -$51.1K – 572
2022
Q4 		$51.1K Buy
+855
New +$50.6K ﹤0.01% 1233
2022
Q2 		– Sell
-767
Closed -$53K – 1485
2022
Q1 		$53K Buy
+767
New +$53K ﹤0.01% 1209
2021
Q1 		$2K Hold
31
– – ﹤0.01% 688
2020
Q4 		$2K Buy
+31
New +$1.9K ﹤0.01% 634

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Money Concepts Capital's AOA Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2023, closing a stake of 855 shares — an estimated $51.1K sold.

Money Concepts Capital first reported a position in AOA in Q4 2020 and held it in 4 quarters. The position peaked at $53K in Q1 2022. 254 funds tracked by Wall St. Rank hold AOA as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 855 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2023, an estimated $51.1K.
  • Money Concepts Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and held it in 4 quarters.
  • Money Concepts Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $53K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.