Buckingham Strategic Wealth’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Buckingham Strategic Wealth’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
2020 Q1	–	Sell	-8,705	Closed	-$315K	–	461
2019 Q4	$315K	Hold	8,705	–	–	0.03%	346
2019 Q3	$310K	Hold	8,705	–	–	0.03%	321
2019 Q2	$308K	Hold	8,705	–	–	0.03%	334
2019 Q1	$300K	Hold	8,705	–	–	0.04%	312
2018 Q4	$285K	Hold	8,705	–	–	0.04%	277
2018 Q3	$298K	Sell	8,705 -1,570	-15%	-$53.6K	0.05%	273
2018 Q2	$349K	Sell	10,275 -153	-1%	-$5.21K	0.06%	241
2018 Q1	$357K	Buy	10,428 +1,723	+20%	+$59.4K	0.07%	210
2017 Q4	$302K	Hold	8,705	–	–	0.06%	237
2017 Q3	$300K	Hold	8,705	–	–	0.07%	226
2017 Q2	$296K	Hold	8,705	–	–	0.07%	220
2017 Q1	$290K	Hold	8,705	–	–	0.08%	193
2016 Q4	$283K	Hold	8,705	–	–	0.09%	175
2016 Q3	$291K	Hold	8,705	–	–	0.1%	160
2016 Q2	$286K	Hold	8,705	–	–	0.1%	159
2016 Q1	$281K	Buy	+8,705	New	+$273K	0.09%	157

Other funds holding AOK

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WCG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Buckingham Strategic Wealth's AOK Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2020, closing a stake of 8,705 shares — an estimated $315K sold.

Buckingham Strategic Wealth first reported a position in AOK in Q1 2016 and held it in 16 quarters. The position peaked at $357K in Q1 2018. 111 funds tracked by Wall St. Rank hold AOK as of Q1 2020.

Buckingham Strategic Wealth reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,705 iShares Core Conservative Allocation ETF shares in Q1 2020, an estimated $315K.
Buckingham Strategic Wealth first reported a position in iShares Core Conservative Allocation ETF in Q1 2016 and held it in 16 quarters.
Buckingham Strategic Wealth's iShares Core Conservative Allocation ETF position peaked at $357K in Q1 2018.
111 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.