Federation des caisses Desjardins du Quebec’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Federation des caisses Desjardins du Quebec’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
2026 Q2	$470K	Buy	11,339 +350	+3%	+$14.4K	﹤0.01%	1388
2026 Q1	$438K	Hold	10,989	–	–	﹤0.01%	1311
2025 Q4	$441K	Hold	10,989	–	–	﹤0.01%	1337
2025 Q3	$441K	Hold	10,989	–	–	﹤0.01%	1281
2025 Q2	$429K	Hold	10,989	–	–	﹤0.01%	1071
2025 Q1	$414K	Hold	10,989	–	–	﹤0.01%	1036
2024 Q4	$410K	Sell	10,989 -176	-2%	-$6.69K	﹤0.01%	1015
2024 Q3	$432K	Sell	11,165 -4,896	-30%	-$185K	﹤0.01%	980
2024 Q2	$593K	Sell	16,061 -1,672	-9%	-$61K	﹤0.01%	895
2024 Q1	$653K	Hold	17,733	–	–	﹤0.01%	823
2023 Q4	$641K	Sell	17,733 -754	-4%	-$26.1K	0.01%	731
2023 Q3	$628K	Buy	18,487 +4,896	+36%	+$171K	0.01%	702
2023 Q2	$479K	Sell	13,591 -4,559	-25%	-$160K	﹤0.01%	767
2023 Q1	$635K	Sell	18,150 -1,408	-7%	-$48.7K	0.01%	706
2022 Q4	$657K	Sell	19,558 -941	-5%	-$31.5K	0.01%	695
2022 Q3	$669K	Buy	20,499 +623	+3%	+$21.6K	0.01%	699
2022 Q2	$687K	Hold	19,876	–	–	0.01%	700
2022 Q1	$749K	Buy	19,876 +1	+0%	+$38	0.01%	731
2021 Q4	$795K	Buy	19,875 +7,075	+55%	+$282K	0.01%	727
2021 Q3	$506K	Buy	+12,800	New	+$512K	0.01%	860
2018 Q3	–	Sell	-288	Closed	-$9.79K	–	2134
2018 Q2	$9.79K	Buy	288 +268	+1,340%	+$9.13K	﹤0.01%	1750
2018 Q1	$685	Buy	+20	New	+$690	﹤0.01%	2074

Other funds holding AOK

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

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

Federation des caisses Desjardins du Quebec's AOK Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec increased its iShares Core Conservative Allocation ETF (AOK) stake by 3.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 11,339 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Federation des caisses Desjardins du Quebec first reported a position in AOK in Q1 2018 and has held it in 22 quarters since. The position peaked at $795K in Q4 2021. 184 funds tracked by Wall St. Rank hold AOK as of Q2 2026.

Federation des caisses Desjardins du Quebec held 11,339 shares of iShares Core Conservative Allocation ETF worth $470K as of Q2 2026.
Federation des caisses Desjardins du Quebec bought 350 iShares Core Conservative Allocation ETF shares in Q2 2026, an estimated $14.4K.
iShares Core Conservative Allocation ETF made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q2 2026, its #1388 holding.
Federation des caisses Desjardins du Quebec first reported a position in iShares Core Conservative Allocation ETF in Q1 2018 and has held it in 22 quarters since.
Federation des caisses Desjardins du Quebec's iShares Core Conservative Allocation ETF position peaked at $795K in Q4 2021.
184 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.