WealthShield Partners’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

WealthShield Partners’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
2023 Q4	–	Sell	-116	Closed	-$7.37K	–	477
2023 Q3	$7.37K	Hold	116	–	–	﹤0.01%	446
2023 Q2	$7.7K	Buy	116 +18	+18%	+$1.16K	﹤0.01%	452
2023 Q1	$6.23K	Buy	+98	New	+$6.12K	﹤0.01%	453
2020 Q4	–	Sell	-98	Closed	-$6K	–	301
2020 Q3	$6K	Hold	98	–	–	﹤0.01%	360
2020 Q2	$5K	Hold	98	–	–	﹤0.01%	305
2020 Q1	$5K	Hold	98	–	–	﹤0.01%	236
2019 Q4	$6K	Hold	98	–	–	﹤0.01%	254
2019 Q3	$5K	Hold	98	–	–	﹤0.01%	245
2019 Q2	$5K	Hold	98	–	–	﹤0.01%	214
2019 Q1	$5K	Hold	98	–	–	﹤0.01%	243
2018 Q4	$5K	Hold	98	–	–	﹤0.01%	214
2018 Q3	$5K	Hold	98	–	–	﹤0.01%	222
2018 Q2	$5K	Hold	98	–	–	﹤0.01%	213
2018 Q1	$5K	Buy	+98	New	+$5.35K	﹤0.01%	208

Other funds holding AOA

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

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

RJA

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

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

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

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

WealthShield Partners's AOA Position: Q4 2023 in Review

WealthShield Partners sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2023, closing a stake of 116 shares — an estimated $7.37K sold.

WealthShield Partners first reported a position in AOA in Q1 2018 and held it in 14 quarters. The position peaked at $7.7K in Q2 2023. 307 funds tracked by Wall St. Rank hold AOA as of Q4 2023.

WealthShield Partners reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 116 iShares Core 80/20 Aggressive Allocation ETF shares in Q4 2023, an estimated $7.37K.
WealthShield Partners first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2018 and held it in 14 quarters.
WealthShield Partners's iShares Core 80/20 Aggressive Allocation ETF position peaked at $7.7K in Q2 2023.
307 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.