Coldstream Capital Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Coldstream Capital Management’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	$632K	Buy	+18,270	New	+$651K	0.02%	324

Other funds holding AOK

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Coldstream Capital Management's AOK Position: Q2 2022 in Review

Coldstream Capital Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q2 2022: 18,270 shares worth $632K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings.

166 funds tracked by Wall St. Rank hold AOK as of Q2 2022.

Coldstream Capital Management held 18,270 shares of iShares Core Conservative Allocation ETF worth $632K as of Q2 2022.
iShares Core Conservative Allocation ETF was a new Coldstream Capital Management position in Q2 2022.
iShares Core Conservative Allocation ETF made up 0.02% of Coldstream Capital Management's portfolio in Q2 2022, its #324 holding.
166 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2022.

Based on Coldstream Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.