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Family Wealth Partners’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Family Wealth Partners’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,689
Closed -$386K – 42
2023
Q4 		$386K Buy
+10,689
New +$370K 0.3% 36

Other funds holding AOK

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Family Wealth Partners's AOK Position: Q1 2024 in Review

Family Wealth Partners sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2024, closing a stake of 10,689 shares — an estimated $386K sold.

Family Wealth Partners first reported a position in AOK in Q4 2023 and held it in 1 quarter. The position peaked at $386K in Q4 2023. 156 funds tracked by Wall St. Rank hold AOK as of Q1 2024.

  • Family Wealth Partners reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Family Wealth Partners sold 10,689 iShares Core Conservative Allocation ETF shares in Q1 2024, an estimated $386K.
  • Family Wealth Partners first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Family Wealth Partners's iShares Core Conservative Allocation ETF position peaked at $386K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2024.

Based on Family Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.