Moss Adams Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Moss Adams Wealth 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 Q2	$2.05M	Sell	20,982 -1,935	-8%	-$185K	0.13%	54
2026 Q1	$2.03M	Buy	22,917 +3,988	+21%	+$363K	0.15%	49
2025 Q4	$1.7M	Sell	18,929 -102	-0.5%	-$9.08K	0.12%	53
2025 Q3	$1.68M	Buy	19,031 +8,847	+87%	+$753K	0.13%	54
2025 Q2	$849K	Buy	10,184 +1,777	+21%	+$139K	0.08%	91
2025 Q1	$643K	Buy	8,407 +2,940	+54%	+$229K	0.07%	94
2024 Q4	$419K	Buy	5,467 +122	+2%	+$9.55K	0.04%	116
2024 Q3	$422K	Buy	5,345 +779	+17%	+$59.2K	0.05%	107
2024 Q2	$341K	Hold	4,566	–	–	0.05%	107
2024 Q1	$335K	Buy	4,566 +997	+28%	+$70.4K	0.05%	101
2023 Q4	$246K	Buy	3,569 +68	+2%	+$4.43K	0.05%	102
2023 Q3	$222K	Buy	+3,501	New	+$230K	0.08%	89

Other funds holding AOA

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

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

EIG

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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Moss Adams Wealth Advisors's AOA Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8.4% in Q2 2026, selling an estimated $185K and leaving 20,982 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #54.

Moss Adams Wealth Advisors first reported a position in AOA in Q3 2023 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Moss Adams Wealth Advisors held 20,982 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.05M as of Q2 2026.
Moss Adams Wealth Advisors sold 1,935 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $185K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.13% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2023 and has held it in 12 quarters since.
201 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.