MCF Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MCF Advisors’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
2026 Q1	$17.4K	Hold	271	–	–	﹤0.01%	853
2025 Q4	$17.6K	Hold	271	–	–	﹤0.01%	719
2025 Q3	$17.4K	Hold	271	–	–	﹤0.01%	604
2025 Q2	$16.7K	Hold	271	–	–	﹤0.01%	581
2025 Q1	$15.6K	Hold	271	–	–	﹤0.01%	587
2024 Q4	$15.5K	Hold	271	–	–	﹤0.01%	596
2024 Q3	$16.1K	Hold	271	–	–	﹤0.01%	583
2024 Q2	$15.3K	Hold	271	–	–	﹤0.01%	582
2024 Q1	$15.1K	Hold	271	–	–	﹤0.01%	572
2023 Q4	$14.4K	Hold	271	–	–	﹤0.01%	559
2023 Q3	$13.4K	Hold	271	–	–	﹤0.01%	539
2023 Q2	$13.9K	Hold	271	–	–	﹤0.01%	525
2023 Q1	$13.6K	Hold	271	–	–	﹤0.01%	533
2022 Q4	$12.8K	Hold	271	–	–	﹤0.01%	507
2022 Q3	$12K	Hold	271	–	–	﹤0.01%	526
2022 Q2	$13K	Hold	271	–	–	﹤0.01%	485
2022 Q1	$15K	Buy	+271	New	+$14.8K	﹤0.01%	487
2021 Q4	–	Sell	-271	Closed	-$15K	–	82
2021 Q3	$15K	Hold	271	–	–	﹤0.01%	440
2021 Q2	$15K	Hold	271	–	–	﹤0.01%	407
2021 Q1	$15K	Hold	271	–	–	﹤0.01%	397
2020 Q4	$14K	Hold	271	–	–	﹤0.01%	366
2020 Q3	$13K	Hold	271	–	–	﹤0.01%	358
2020 Q2	$13K	Hold	271	–	–	﹤0.01%	341
2020 Q1	$11K	Hold	271	–	–	﹤0.01%	358
2019 Q4	$13K	Hold	271	–	–	﹤0.01%	359
2019 Q3	$12K	Hold	271	–	–	﹤0.01%	350
2019 Q2	$12K	Hold	271	–	–	﹤0.01%	342
2019 Q1	$12K	Hold	271	–	–	﹤0.01%	332
2018 Q4	$11K	Buy	+271	New	+$11.6K	﹤0.01%	347

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

MCF Advisors's AOR Position: Q1 2026 in Review

MCF Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 271 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

MCF Advisors first reported a position in AOR in Q4 2018 and has held it in 29 quarters since. The position peaked at $17.6K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

MCF Advisors held 271 shares of iShares Core 60/40 Balanced Allocation ETF worth $17.4K as of Q1 2026.
MCF Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #853 holding.
MCF Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and has held it in 29 quarters since.
MCF Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $17.6K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.