EFG Asset Management (Americas)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

EFG Asset Management (Americas)’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	$611K	Buy
2025 Q2	$580K	Buy
2025 Q1	$540K	Hold
2024 Q4	$537K	Buy
2024 Q3	$547K	Buy
2024 Q2	$516K	Buy
2024 Q1	–	Sell
2023 Q4	$486K	Buy
2023 Q3	$443K	Buy
2023 Q2	$460K	Buy