SFM
AOA icon

Signet Financial Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Signet Financial Management’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
-4,673
Closed -$358K – 282
2024
Q4 		$358K Buy
4,673
+247
+6% +$19.3K 0.05% 212
2024
Q3 		$349K Buy
+4,426
New +$336K 0.04% 214
2022
Q1 		– Sell
-560
Closed -$41K – 309
2021
Q4 		$41K Buy
+560
New +$40.4K 0.01% 548
2018
Q4 		– Sell
-560
Closed -$31K – 272
2018
Q3 		$31K Sell
560
-160
-22% -$8.66K 0.01% 456
2018
Q2 		$38K Hold
720
– – 0.01% 427
2018
Q1 		$39K Buy
+720
New +$39.3K 0.01% 386

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return