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

Professional 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
2022 Q4	–	Sell	-1,880	Closed	-$104K	–	94
2022 Q3	$104K	Buy	1,880 +15	+0.8%	+$912	0.06%	100
2022 Q2	$112K	Sell	1,865 -152	-8%	-$9.68K	0.06%	104
2022 Q1	$139K	Buy	2,017 +67	+3%	+$4.63K	0.06%	90
2021 Q4	$142K	Buy	1,950 +18	+0.9%	+$1.3K	0.06%	116
2021 Q3	$135K	Buy	1,932 +38	+2%	+$2.71K	0.08%	99
2021 Q2	$134K	Buy	1,894 +3	+0.2%	+$209	0.07%	103
2021 Q1	$127K	Buy	1,891 +106	+6%	+$7K	0.08%	99
2020 Q4	$115K	Buy	1,785 +881	+97%	+$53.9K	0.09%	97
2020 Q3	$51K	Buy	+904	New	+$52.1K	0.05%	117
2020 Q1	–	Sell	-22,837	Closed	-$1.32M	–	51
2019 Q4	$1.32M	Buy	+22,837	New	+$1.29M	1.26%	24

Other funds holding AOA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Professional Financial Advisors's AOA Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2022, closing a stake of 1,880 shares — an estimated $104K sold.

Professional Financial Advisors first reported a position in AOA in Q4 2019 and held it in 10 quarters. The position peaked at $1.32M in Q4 2019. 270 funds tracked by Wall St. Rank hold AOA as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,880 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2022, an estimated $104K.
Professional Financial Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and held it in 10 quarters.
Professional Financial Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.32M in Q4 2019.
270 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.