Plante Moran Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Plante Moran Financial 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
2019 Q4	–	Sell	-261	Closed	-$14K	–	747
2019 Q3	$14K	Hold	261	–	–	﹤0.01%	543
2019 Q2	$14K	Hold	261	–	–	﹤0.01%	522
2019 Q1	$14K	Hold	261	–	–	﹤0.01%	515
2018 Q4	$13K	Hold	261	–	–	﹤0.01%	469
2018 Q3	$14K	Buy	+261	New	+$14.1K	﹤0.01%	459

Other funds holding AOA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return

Plante Moran Financial Advisors's AOA Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2019, closing a stake of 261 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in AOA in Q3 2018 and held it in 5 quarters. The position peaked at $14K in Q3 2019. 189 funds tracked by Wall St. Rank hold AOA as of Q4 2019.

Plante Moran Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 261 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2019, an estimated $14K.
Plante Moran Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2018 and held it in 5 quarters.
Plante Moran Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $14K in Q3 2019.
189 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.