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Macroview Investment Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-480
Closed -$18.5K – 107
2024
Q3 		$18.5K Buy
480
+4
+0.8% +$151 0.02% 183
2024
Q2 		$17.6K Buy
476
+3
+0.6% +$109 0.02% 186
2024
Q1 		$17.4K Buy
473
+137
+41% +$4.96K 0.02% 202
2023
Q4 		$12.2K Buy
336
+4
+1% +$138 0.01% 224
2023
Q3 		$11.3K Buy
332
+1
+0.3% +$35 0.02% 220
2023
Q2 		$11.7K Hold
331
– – 0.02% 226
2023
Q1 		$11.6K Hold
331
– – 0.02% 211
2022
Q4 		$11.1K Hold
331
– – 0.02% 210
2022
Q3 		$11K Hold
331
– – 0.02% 156
2022
Q2 		$11K Hold
331
– – 0.02% 226
2022
Q1 		$12K Buy
331
+121
+58% +$4.64K 0.02% 242
2021
Q4 		$8K Hold
210
– – 0.01% 256
2021
Q3 		$8K Hold
210
– – 0.01% 248
2021
Q2 		$8K Hold
210
– – 0.01% 195
2021
Q1 		$8K Buy
210
+105
+100% +$4.07K 0.01% 169
2020
Q4 		$4K Hold
105
– – 0.01% 198
2020
Q3 		$4K Sell
105
-200
-66% -$7.44K 0.01% 174
2020
Q2 		$11K Buy
+305
New +$10.8K 0.02% 120

Other funds holding AOK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macroview Investment Management's AOK Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2024, closing a stake of 480 shares — an estimated $18.5K sold.

Macroview Investment Management first reported a position in AOK in Q2 2020 and held it in 18 quarters. The position peaked at $18.5K in Q3 2024. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • Macroview Investment Management reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 480 iShares Core Conservative Allocation ETF shares in Q4 2024, an estimated $18.5K.
  • Macroview Investment Management first reported a position in iShares Core Conservative Allocation ETF in Q2 2020 and held it in 18 quarters.
  • Macroview Investment Management's iShares Core Conservative Allocation ETF position peaked at $18.5K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.