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Briaud Financial Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Briaud Financial Planning’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-47
Closed -$2K – 46
2025
Q2 		$2K Buy
+47
New +$2.75K ﹤0.01% 314

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Briaud Financial Planning's AOR Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2025, closing a stake of 47 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in AOR in Q2 2025 and held it in 1 quarter. The position peaked at $2K in Q2 2025. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 47 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Core 60/40 Balanced Allocation ETF position peaked at $2K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.