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EisnerAmper Wealth Management Corporate Benefits’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q4 		$283K Sell
5,319
-10,169
-66% -$513K 0.1% 60
2023
Q3 		$765K Buy
+15,488
New +$789K 0.34% 44

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's AOR Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 66% in Q4 2023, selling an estimated $513K and leaving 5,319 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #60.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AOR in Q3 2023 and has held it in 2 quarters since. The position peaked at $765K in Q3 2023. 339 funds tracked by Wall St. Rank hold AOR as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 5,319 shares of iShares Core 60/40 Balanced Allocation ETF worth $283K as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits sold 10,169 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2023, an estimated $513K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.1% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #60 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 2 quarters since.
  • EisnerAmper Wealth Management Corporate Benefits's iShares Core 60/40 Balanced Allocation ETF position peaked at $765K in Q3 2023.
  • 339 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.