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

Legacy 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
2019
Q1 		– Sell
-19,886
Closed -$651K – 1057
2018
Q4 		$651K Buy
+19,886
New +$660K 0.25% 42
2018
Q1 		– Sell
-5,558
Closed -$192K – 812
2017
Q4 		$192K Buy
+5,558
New +$192K 0.08% 116

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Advisors's AOK Position: Q1 2019 in Review

Legacy Financial Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q1 2019, closing a stake of 19,886 shares — an estimated $651K sold.

Legacy Financial Advisors first reported a position in AOK in Q4 2017 and held it in 2 quarters. The position peaked at $651K in Q4 2018. 93 funds tracked by Wall St. Rank hold AOK as of Q1 2019.

  • Legacy Financial Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 19,886 iShares Core Conservative Allocation ETF shares in Q1 2019, an estimated $651K.
  • Legacy Financial Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's iShares Core Conservative Allocation ETF position peaked at $651K in Q4 2018.
  • 93 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.