Wolff Wiese Magana’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wolff Wiese Magana’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	-49	Closed	-$3.11K	–	727
2023 Q3	$3.11K	Hold	49	–	–	﹤0.01%	493
2023 Q2	$3.25K	Hold	49	–	–	﹤0.01%	495
2023 Q1	$3.12K	Hold	49	–	–	﹤0.01%	477
2022 Q4	$2.93K	Hold	49	–	–	﹤0.01%	462
2022 Q3	$3K	Hold	49	–	–	﹤0.01%	663
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	680
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	681
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	647
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	661
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	665
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	639
2020 Q4	$3K	Buy	+49	New	+$3K	﹤0.01%	586

Other funds holding AOA

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

Rockefeller Capital Management

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

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

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

Stifel Financial

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

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

Commonwealth Equity Services

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