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

EFG 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
2026 Q2	$672K	Buy	9,673 +46	+0.5%	+$3.13K	0.01%	474
2026 Q1	$620K	Hold	9,627	–	–	0.01%	475
2025 Q4	$626K	Buy	+9,627	New	+$625K	0.01%	440

Other funds holding AOR

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

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

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

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

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

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

EFG International's AOR Position: Q2 2026 in Review

EFG International increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.48% in Q2 2026, buying an estimated $3.13K and bringing the position to 9,673 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #474.

EFG International first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

EFG International held 9,673 shares of iShares Core 60/40 Balanced Allocation ETF worth $672K as of Q2 2026.
EFG International bought 46 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $3.13K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of EFG International's portfolio in Q2 2026, its #474 holding.
EFG International first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.