FEG
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Financial Enhancement Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Financial Enhancement Group’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
2018
Q2 		– Sell
-3
Closed – – 244
2018
Q1 		$0 Buy
+3
New +$136 ﹤0.01% 245

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return

Financial Enhancement Group's AOR Position: Q2 2018 in Review

Financial Enhancement Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2018, closing a stake of 3 shares.

Financial Enhancement Group first reported a position in AOR in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 156 funds tracked by Wall St. Rank hold AOR as of Q2 2018.

  • Financial Enhancement Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Enhancement Group sold 3 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2018.
  • Financial Enhancement Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and held it in 1 quarter.
  • Financial Enhancement Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $0 in Q1 2018.
  • 156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2018.

Based on Financial Enhancement Group's 13F filing for Q2 2018, filed 8 Aug 2018.