Financial Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Financial Advisors’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
2023 Q1	–	Sell	-7,108	Closed	-$239K	–	81
2022 Q4	$239K	Sell	7,108 -127,905	-95%	-$4.29M	0.07%	64
2022 Q3	$4.37M	Buy	+135,013	New	+$4.68M	1.52%	9

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

WAM

WNY Asset Management Williamsville, New York $967M AUM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advisors's AOK Position: Q1 2023 in Review

Financial Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2023, closing a stake of 7,108 shares — an estimated $239K sold.

Financial Advisors first reported a position in AOK in Q3 2022 and held it in 2 quarters. The position peaked at $4.37M in Q3 2022. 149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

Financial Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2023 after selling out during the quarter.
Financial Advisors sold 7,108 iShares Core Conservative Allocation ETF shares in Q1 2023, an estimated $239K.
Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q3 2022 and held it in 2 quarters.
Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $4.37M in Q3 2022.
149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.