Barclays
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Barclays’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Barclays’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
2021
Q3 		– Sell
-705
Closed -$28K – 4734
2021
Q2 		$28K Buy
+705
New +$27.8K ﹤0.01% 4387

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays's AOK Position: Q3 2021 in Review

Barclays sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2021, closing a stake of 705 shares — an estimated $28K sold.

Barclays first reported a position in AOK in Q2 2021 and held it in 1 quarter. The position peaked at $28K in Q2 2021. 154 funds tracked by Wall St. Rank hold AOK as of Q3 2021.

  • Barclays reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Barclays sold 705 iShares Core Conservative Allocation ETF shares in Q3 2021, an estimated $28K.
  • Barclays first reported a position in iShares Core Conservative Allocation ETF in Q2 2021 and held it in 1 quarter.
  • Barclays's iShares Core Conservative Allocation ETF position peaked at $28K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2021.

Based on Barclays's 13F filing for Q3 2021, filed 9 Nov 2021.