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Beacon Financial Advisory’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Beacon Financial Advisory’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
2022
Q2 		– Sell
-6,214
Closed -$234K – 219
2022
Q1 		$234K Hold
6,214
– – 0.11% 206
2021
Q4 		$249K Sell
6,214
-230
-4% -$9.18K 0.11% 203
2021
Q3 		$255K Hold
6,444
– – 0.13% 190
2021
Q2 		$256K Hold
6,444
– – 0.14% 186
2021
Q1 		$249K Buy
+6,444
New +$250K 0.14% 182

Other funds holding AOK

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beacon Financial Advisory's AOK Position: Q2 2022 in Review

Beacon Financial Advisory sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2022, closing a stake of 6,214 shares — an estimated $234K sold.

Beacon Financial Advisory first reported a position in AOK in Q1 2021 and held it in 5 quarters. The position peaked at $256K in Q2 2021. 166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

  • Beacon Financial Advisory reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 6,214 iShares Core Conservative Allocation ETF shares in Q2 2022, an estimated $234K.
  • Beacon Financial Advisory first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and held it in 5 quarters.
  • Beacon Financial Advisory's iShares Core Conservative Allocation ETF position peaked at $256K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Beacon Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.