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Encompass More Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Encompass More Asset Management’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
2024
Q4 		– Sell
-4,169
Closed -$247K – 190
2024
Q3 		$247K Sell
4,169
-86
-2% -$4.93K 0.09% 159
2024
Q2 		$240K Sell
4,255
-45
-1% -$2.49K 0.17% 86
2024
Q1 		$239K Sell
4,300
-5,104
-54% -$275K 0.2% 81
2023
Q4 		$500K Buy
+9,404
New +$475K 0.56% 48

Other funds holding AOR

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Encompass More Asset Management's AOR Position: Q4 2024 in Review

Encompass More Asset Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2024, closing a stake of 4,169 shares — an estimated $247K sold.

Encompass More Asset Management first reported a position in AOR in Q4 2023 and held it in 4 quarters. The position peaked at $500K in Q4 2023. 357 funds tracked by Wall St. Rank hold AOR as of Q4 2024.

  • Encompass More Asset Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 4,169 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2024, an estimated $247K.
  • Encompass More Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 4 quarters.
  • Encompass More Asset Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $500K in Q4 2023.
  • 357 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.