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

Legacy Financial Strategies’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
2018
Q2 		– Sell
-6,492
Closed -$222K – 94
2018
Q1 		$222K Buy
+6,492
New +$224K 0.22% 84

Other funds holding AOK

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 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
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
DDPOM
Delta Dental Plan of Michigan Okemos, Michigan $333M AUM

Legacy Financial Strategies's AOK Position: Q2 2018 in Review

Legacy Financial Strategies sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2018, closing a stake of 6,492 shares — an estimated $222K sold.

Legacy Financial Strategies first reported a position in AOK in Q1 2018 and held it in 1 quarter. The position peaked at $222K in Q1 2018. 97 funds tracked by Wall St. Rank hold AOK as of Q2 2018.

  • Legacy Financial Strategies reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 6,492 iShares Core Conservative Allocation ETF shares in Q2 2018, an estimated $222K.
  • Legacy Financial Strategies first reported a position in iShares Core Conservative Allocation ETF in Q1 2018 and held it in 1 quarter.
  • Legacy Financial Strategies's iShares Core Conservative Allocation ETF position peaked at $222K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2018.

Based on Legacy Financial Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.