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Eudaimonia Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Eudaimonia Advisors’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
Q1 		$515K Buy
9,252
+1,397
+18% +$75.3K 0.27% 100
2023
Q4 		$418K Hold
7,855
– – 0.27% 105
2023
Q3 		$388K Buy
+7,855
New +$400K 0.27% 104

Other funds holding AOR

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eudaimonia Advisors's AOR Position: Q1 2024 in Review

Eudaimonia Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 18% in Q1 2024, buying an estimated $75.3K and bringing the position to 9,252 shares worth $515K. The position accounts for 0.27% of the portfolio, ranked #100.

Eudaimonia Advisors first reported a position in AOR in Q3 2023 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold AOR as of Q1 2024.

  • Eudaimonia Advisors held 9,252 shares of iShares Core 60/40 Balanced Allocation ETF worth $515K as of Q1 2024.
  • Eudaimonia Advisors bought 1,397 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2024, an estimated $75.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.27% of Eudaimonia Advisors's portfolio in Q1 2024, its #100 holding.
  • Eudaimonia Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.