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

Scotia 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
2025 Q1	–	Sell	-2,776	Closed	-$213K	–	849
2024 Q4	$213K	Buy	+2,776	New	+$217K	﹤0.01%	783
2024 Q1	–	Sell	-4,046	Closed	-$279K	–	830
2023 Q4	$279K	Buy	4,046 +15	+0.4%	+$977	﹤0.01%	674
2023 Q3	$256K	Buy	4,031 +9	+0.2%	+$591	﹤0.01%	674
2023 Q2	$267K	Buy	+4,022	New	+$259K	﹤0.01%	678

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

LIA

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

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

Scotia Capital's AOA Position: Q1 2025 in Review

Scotia Capital sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2025, closing a stake of 2,776 shares — an estimated $213K sold.

Scotia Capital first reported a position in AOA in Q2 2023 and held it in 4 quarters. The position peaked at $279K in Q4 2023. 346 funds tracked by Wall St. Rank hold AOA as of Q1 2025.

Scotia Capital reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2025 after selling out during the quarter.
Scotia Capital sold 2,776 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2025, an estimated $213K.
Scotia Capital first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q2 2023 and held it in 4 quarters.
Scotia Capital's iShares Core 80/20 Aggressive Allocation ETF position peaked at $279K in Q4 2023.
346 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2025.

Based on Scotia Capital's 13F filing for Q1 2025, filed 9 May 2025.