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Money Concepts Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,364
Closed -$111K – 577
2022
Q4 		$111K Buy
+2,364
New +$111K 0.01% 923
2022
Q2 		– Sell
-2,439
Closed -$132K – 1488
2022
Q1 		$132K Buy
+2,439
New +$133K 0.01% 896

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

Money Concepts Capital's AOR Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2023, closing a stake of 2,364 shares — an estimated $111K sold.

Money Concepts Capital first reported a position in AOR in Q1 2022 and held it in 2 quarters. The position peaked at $132K in Q1 2022. 293 funds tracked by Wall St. Rank hold AOR as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,364 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2023, an estimated $111K.
  • Money Concepts Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $132K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.