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Moors & Cabot’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Moors & Cabot’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
2025
Q3 		– Sell
-10,697
Closed -$418K – 908
2025
Q2 		$418K Buy
+10,697
New +$405K 0.02% 551

Other funds holding AOK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $393M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moors & Cabot's AOK Position: Q3 2025 in Review

Moors & Cabot sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2025, closing a stake of 10,697 shares — an estimated $418K sold.

Moors & Cabot first reported a position in AOK in Q2 2025 and held it in 1 quarter. The position peaked at $418K in Q2 2025. 150 funds tracked by Wall St. Rank hold AOK as of Q3 2025.

  • Moors & Cabot reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Moors & Cabot sold 10,697 iShares Core Conservative Allocation ETF shares in Q3 2025, an estimated $418K.
  • Moors & Cabot first reported a position in iShares Core Conservative Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Moors & Cabot's iShares Core Conservative Allocation ETF position peaked at $418K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.