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Legacy Financial Strategies’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Legacy Financial Strategies’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
2018
Q2 		– Sell
-95,980
Closed -$4.28M – 95
2018
Q1 		$4.28M Buy
95,980
+50,418
+111% +$2.28M 4.18% 7
2017
Q4 		$2.05M Buy
+45,562
New +$2.07M 2.18% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MSA
Marino Stram & Associates Braintree, Massachusetts $557M AUM 16.94% 1-Year Est. Return

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

Legacy Financial Strategies sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2018, closing a stake of 95,980 shares — an estimated $4.28M sold.

Legacy Financial Strategies first reported a position in AOR in Q4 2017 and held it in 2 quarters. The position peaked at $4.28M in Q1 2018. 156 funds tracked by Wall St. Rank hold AOR as of Q2 2018.

  • Legacy Financial Strategies reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 95,980 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2018, an estimated $4.28M.
  • Legacy Financial Strategies first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Strategies's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.28M in Q1 2018.
  • 156 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2018.

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