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	9,490 +72	+0.8%	+$4.5K	0.11%	132
2025 Q2	$580K	Buy	9,418 +42	+0.4%	+$2.45K	0.11%	128
2025 Q1	$540K	Hold	9,376	–	–	0.11%	126
2024 Q4	$537K	Buy	9,376 +140	+2%	+$8.2K	0.1%	114
2024 Q3	$547K	Buy	9,236 +69	+0.8%	+$3.96K	0.11%	115
2024 Q2	$516K	Buy	+9,167	New	+$507K	0.1%	116
2024 Q1	–	Sell	-9,131	Closed	-$486K	–	127
2023 Q4	$486K	Buy	9,131 +130	+1%	+$6.56K	0.1%	112
2023 Q3	$443K	Buy	9,001 +68	+0.8%	+$3.46K	0.11%	111
2023 Q2	$460K	Buy	+8,933	New	+$450K	0.11%	110

Other funds holding AOR

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

EFG Asset Management (Americas)'s AOR Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.76% in Q3 2025, buying an estimated $4.5K and bringing the position to 9,490 shares worth $611K. The position accounts for 0.11% of the portfolio, ranked #132.

EFG Asset Management (Americas) first reported a position in AOR in Q2 2023 and has held it in 9 quarters since. 387 funds tracked by Wall St. Rank hold AOR as of Q3 2025.

EFG Asset Management (Americas) held 9,490 shares of iShares Core 60/40 Balanced Allocation ETF worth $611K as of Q3 2025.
EFG Asset Management (Americas) bought 72 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2025, an estimated $4.5K.
iShares Core 60/40 Balanced Allocation ETF made up 0.11% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #132 holding.
EFG Asset Management (Americas) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 9 quarters since.
387 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.