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MBM Wealth Consultants’s iShares Core Conservative Allocation ETF AOK Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-10
Closed – – 225
2019
Q1 		$0 Hold
10
– – ﹤0.01% 215
2018
Q4 		$0 Buy
+10
New +$332 ﹤0.01% 230

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 $488M AUM 17.59% 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
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
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MBM Wealth Consultants's AOK Position: Q2 2019 in Review

MBM Wealth Consultants sold out of iShares Core Conservative Allocation ETF (AOK) in Q2 2019, closing a stake of 10 shares.

MBM Wealth Consultants first reported a position in AOK in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 94 funds tracked by Wall St. Rank hold AOK as of Q2 2019.

  • MBM Wealth Consultants reported no remaining iShares Core Conservative Allocation ETF position as of Q2 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 10 iShares Core Conservative Allocation ETF shares in Q2 2019.
  • MBM Wealth Consultants first reported a position in iShares Core Conservative Allocation ETF in Q4 2018 and held it in 2 quarters.
  • MBM Wealth Consultants's iShares Core Conservative Allocation ETF position peaked at $0 in Q1 2019.
  • 94 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q2 2019.

Based on MBM Wealth Consultants's 13F filing for Q2 2019, filed 30 Jul 2019.