Mercer Global Advisors
AOK icon

Mercer Global Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Mercer Global Advisors’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
-5,242
Closed -$203K – 2122
2024
Q3 		$203K Buy
+5,242
New +$198K ﹤0.01% 1803
2023
Q4 		– Sell
-9,682
Closed -$329K – 2008
2023
Q3 		$329K Sell
9,682
-304
-3% -$10.6K ﹤0.01% 1468
2023
Q2 		$352K Buy
+9,986
New +$350K ﹤0.01% 1409
2023
Q1 		– Sell
-29,530
Closed -$992K – 1932
2022
Q4 		$992K Sell
29,530
-577
-2% -$19.3K 0.01% 919
2022
Q3 		$982K Sell
30,107
-7,086
-19% -$246K 0.01% 851
2022
Q2 		$1.29M Sell
37,193
-1,870
-5% -$66.6K 0.01% 746
2022
Q1 		$1.47M Buy
39,063
+246
+0.6% +$9.43K 0.01% 754
2021
Q4 		$1.55M Sell
38,817
-2,230
-5% -$89K 0.01% 712
2021
Q3 		$1.62M Sell
41,047
-2,862
-7% -$115K 0.01% 685
2021
Q2 		$1.75M Sell
43,909
-4,171
-9% -$164K 0.01% 624
2021
Q1 		$1.86M Buy
+48,080
New +$1.86M 0.02% 546

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

Mercer Global Advisors's AOK Position: Q4 2024 in Review

Mercer Global Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2024, closing a stake of 5,242 shares — an estimated $203K sold.

Mercer Global Advisors first reported a position in AOK in Q1 2021 and held it in 11 quarters. The position peaked at $1.86M in Q1 2021. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • Mercer Global Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 5,242 iShares Core Conservative Allocation ETF shares in Q4 2024, an estimated $203K.
  • Mercer Global Advisors first reported a position in iShares Core Conservative Allocation ETF in Q1 2021 and held it in 11 quarters.
  • Mercer Global Advisors's iShares Core Conservative Allocation ETF position peaked at $1.86M in Q1 2021.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.