Global Wealth Management Investment Advisory’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Global Wealth Management Investment Advisory’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	-315	Closed	-$11.4K	–	156
2023 Q4	$11.4K	Hold	315	–	–	﹤0.01%	281
2023 Q3	$10.7K	Hold	315	–	–	﹤0.01%	291
2023 Q2	$11.1K	Buy	+315	New	+$11K	﹤0.01%	287
2022 Q3	–	Sell	-315	Closed	-$11K	–	152
2022 Q2	$11K	Hold	315	–	–	﹤0.01%	274
2022 Q1	$12K	Hold	315	–	–	﹤0.01%	299
2021 Q4	$13K	Hold	315	–	–	﹤0.01%	286
2021 Q3	$12K	Hold	315	–	–	﹤0.01%	297
2021 Q2	$13K	Hold	315	–	–	﹤0.01%	274
2021 Q1	$12K	Buy	315 +131	+71%	+$5.08K	﹤0.01%	292
2020 Q4	$7K	Buy	+184	New	+$6.98K	﹤0.01%	307
2020 Q3	–	Sell	-1,199	Closed	-$44K	–	447
2020 Q2	$44K	Hold	1,199	–	–	0.02%	201
2020 Q1	$41K	Hold	1,199	–	–	0.02%	182
2019 Q4	$43K	Hold	1,199	–	–	0.02%	189
2019 Q3	$43K	Hold	1,199	–	–	0.02%	176
2019 Q2	$42K	Hold	1,199	–	–	0.02%	185
2019 Q1	$41K	Buy	1,199 +700	+140%	+$23.6K	0.02%	223
2018 Q4	$16K	Buy	+499	New	+$16.6K	0.01%	318

Other funds holding AOK

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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 $488M AUM 17.59% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's AOK Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2024, closing a stake of 315 shares — an estimated $11.4K sold.

Global Wealth Management Investment Advisory first reported a position in AOK in Q4 2018 and held it in 17 quarters. The position peaked at $44K in Q2 2020. 156 funds tracked by Wall St. Rank hold AOK as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 315 iShares Core Conservative Allocation ETF shares in Q1 2024, an estimated $11.4K.
Global Wealth Management Investment Advisory first reported a position in iShares Core Conservative Allocation ETF in Q4 2018 and held it in 17 quarters.
Global Wealth Management Investment Advisory's iShares Core Conservative Allocation ETF position peaked at $44K in Q2 2020.
156 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.