Clearview Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-2,887	Closed	-$102K	–	144
2023 Q2	$102K	Sell	2,887 -70	-2%	-$2.45K	0.1%	139
2023 Q1	$103K	Sell	2,957 -942	-24%	-$32.6K	0.1%	144
2022 Q4	$131K	Sell	3,899 -2,411	-38%	-$80.8K	0.1%	100
2022 Q3	$206K	Sell	6,310 -130	-2%	-$4.51K	0.16%	83
2022 Q2	$223K	Sell	6,440 -2,954	-31%	-$105K	0.17%	81
2022 Q1	$354K	Sell	9,394 -19,077	-67%	-$731K	0.23%	71
2021 Q4	$1.14M	Sell	28,471 -3,094	-10%	-$123K	0.69%	33
2021 Q3	$1.25M	Buy	31,565 +4,726	+18%	+$189K	0.79%	30
2021 Q2	$1.07M	Buy	26,839 +3,640	+16%	+$143K	0.66%	36
2021 Q1	$897K	Buy	23,199 +7,877	+51%	+$305K	0.58%	42
2020 Q4	$594K	Buy	+15,322	New	+$581K	0.4%	55

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

WCG

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

IAG

Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return

Clearview Wealth Advisors's AOK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2023, closing a stake of 2,887 shares — an estimated $102K sold.

Clearview Wealth Advisors first reported a position in AOK in Q4 2020 and held it in 11 quarters. The position peaked at $1.25M in Q3 2021. 152 funds tracked by Wall St. Rank hold AOK as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 2,887 iShares Core Conservative Allocation ETF shares in Q3 2023, an estimated $102K.
Clearview Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $1.25M in Q3 2021.
152 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.