EFG Capital International’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

EFG Capital International’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
2023 Q2	$460K	Buy	+8,933	New	+$450K	0.11%	110

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFG Capital International's AOR Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2023: 8,933 shares worth $460K. The stake represents 0.11% of the portfolio and ranks #110 among its holdings.

289 funds tracked by Wall St. Rank hold AOR as of Q2 2023.

EFG Capital International held 8,933 shares of iShares Core 60/40 Balanced Allocation ETF worth $460K as of Q2 2023.
iShares Core 60/40 Balanced Allocation ETF was a new EFG Capital International position in Q2 2023.
iShares Core 60/40 Balanced Allocation ETF made up 0.11% of EFG Capital International's portfolio in Q2 2023, its #110 holding.
289 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.