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Glovista Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Glovista Investments’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
2021
Q1 		– Sell
-5,000
Closed -$261K – 106
2020
Q4 		$261K Hold
5,000
– – 0.08% 104
2020
Q3 		$242K Hold
5,000
– – 0.09% 88
2020
Q2 		$232K Buy
+5,000
New +$222K 0.09% 75

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Glovista Investments's AOR Position: Q1 2021 in Review

Glovista Investments sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2021, closing a stake of 5,000 shares — an estimated $261K sold.

Glovista Investments first reported a position in AOR in Q2 2020 and held it in 3 quarters. The position peaked at $261K in Q4 2020. 248 funds tracked by Wall St. Rank hold AOR as of Q1 2021.

  • Glovista Investments reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Glovista Investments sold 5,000 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2021, an estimated $261K.
  • Glovista Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2020 and held it in 3 quarters.
  • Glovista Investments's iShares Core 60/40 Balanced Allocation ETF position peaked at $261K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2021.

Based on Glovista Investments's 13F filing for Q1 2021, filed 17 May 2021.