Cambridge Associates
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Cambridge Associates’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Cambridge Associates’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
2026
Q3 		$9.24M Buy
229,102
+58,329
+34% +$2.4M 0.14% 41
2026
Q2 		$7.08M Buy
+170,773
New +$7.01M 0.1% 42

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Strategic Investment Solutions
Strategic Investment Solutions Orland Park, Illinois $446M AUM 20.64% 1-Year Est. Return
Curran Financial Partners
Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
Investment Advisory Group
Investment Advisory Group Hanover, Massachusetts $479M AUM 15.61% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Associates's AOK Position: Q3 2026 in Review

Cambridge Associates increased its iShares Core Conservative Allocation ETF (AOK) stake by 34% in Q3 2026, buying an estimated $2.4M and bringing the position to 229,102 shares worth $9.24M. The position accounts for 0.14% of the portfolio, ranked #41.

Cambridge Associates first reported a position in AOK in Q2 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Cambridge Associates held 229,102 shares of iShares Core Conservative Allocation ETF worth $9.24M as of Q3 2026.
  • Cambridge Associates bought 58,329 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $2.4M.
  • iShares Core Conservative Allocation ETF made up 0.14% of Cambridge Associates's portfolio in Q3 2026, its #41 holding.
  • Cambridge Associates first reported a position in iShares Core Conservative Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

Based on Cambridge Associates's 13F filing for Q3 2026, filed 13 Nov 2026.