MORGAN STANLEY
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 895421
NEW YORK, NY
Position in AOA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,542,106
-$613,310 QoQ
Shares Held
148,997
-13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,542,106 | 148,997 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,155,416 | 171,267 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,538,757 | 140,004 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $11,170,599 | 126,737 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,301,950 | 135,515 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $15,554,056 | 203,321 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,141,534 | 262,910 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $8,009,758 | 101,505 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,873,702 | 91,919 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,739,072 | 91,738 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $10,778,290 | 156,094 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,103,738 | 96,137 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,184,537 | 78,151 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,435,865 | 148,386 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,904,672 | 349,869 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,763,820 | 85,912 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,883,011 | 81,533 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,184,632 | 75,205 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,030,151 | 82,809 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,322,774 | 61,922 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,159,588 | 58,876 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,729,741 | 70,667 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,863,560 | 75,780 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,720,446 | 81,387 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,061,284 | 74,003 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,571,667 | 54,186 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||