Atlas Capital Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Atlas Capital Advisors’s Portfolio AOK Stock Details AOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-518,500	Closed	-$19.1M	–	905
2024 Q2	$19.1M	Hold	518,500	–	–	2.49%	4
2024 Q1	$19.1M	Hold	518,500	–	–	2.98%	2
2023 Q4	$18.7M	Hold	518,500	–	–	2.71%	4
2023 Q3	$17.6M	Hold	518,500	–	–	2.9%	3
2023 Q2	$18.3M	Hold	518,500	–	–	2.77%	3
2023 Q1	$18.1M	Hold	518,500	–	–	2.85%	4
2022 Q4	$17.4M	Hold	518,500	–	–	2.93%	2
2022 Q3	$16.9M	Hold	518,500	–	–	3.08%	2
2022 Q2	$17.9M	Buy	+518,500	New	+$18.5M	3.04%	2

Other funds holding AOK

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

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

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return

Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

Archvest Wealth Advisors Concord, California $155M AUM 17.53% 1-Year Est. Return