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

MBE 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
2020
Q2 		– Sell
-1,395
Closed -$47K – 71
2020
Q1 		$47K Buy
+1,395
New +$49.7K 0.04% 127

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBE Wealth Management's AOK Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2020, closing a stake of 1,395 shares — an estimated $47K sold.

MBE Wealth Management first reported a position in AOK in Q1 2020 and held it in 1 quarter. The position peaked at $47K in Q1 2020. 118 funds tracked by Wall St. Rank hold AOK as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,395 iShares Core Conservative Allocation ETF shares in Q2 2020, an estimated $47K.
  • MBE Wealth Management first reported a position in iShares Core Conservative Allocation ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Core Conservative Allocation ETF position peaked at $47K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.