HFG Wealth Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

HFG Wealth Management’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	$1.88M	Buy	+53,837	New	+$1.86M	0.39%	35

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

HFG Wealth Management's AOK Position: Q1 2023 in Review

HFG Wealth Management opened a new position in iShares Core Conservative Allocation ETF (AOK) in Q1 2023: 53,837 shares worth $1.88M. The stake represents 0.39% of the portfolio and ranks #35 among its holdings.

149 funds tracked by Wall St. Rank hold AOK as of Q1 2023.

HFG Wealth Management held 53,837 shares of iShares Core Conservative Allocation ETF worth $1.88M as of Q1 2023.
iShares Core Conservative Allocation ETF was a new HFG Wealth Management position in Q1 2023.
iShares Core Conservative Allocation ETF made up 0.39% of HFG Wealth Management's portfolio in Q1 2023, its #35 holding.
149 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.