Moss Adams Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Moss Adams Wealth 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
2025 Q4	–	Sell	-6,230	Closed	-$250K	–	265
2025 Q3	$250K	Buy	6,230 +41	+0.7%	+$1.61K	0.02%	211
2025 Q2	$242K	Buy	6,189 +30	+0.5%	+$1.13K	0.02%	225
2025 Q1	$232K	Buy	6,159 +63	+1%	+$2.38K	0.02%	187
2024 Q4	$227K	Buy	6,096 +28	+0.5%	+$1.06K	0.02%	181
2024 Q3	$235K	Buy	6,068 +70	+1%	+$2.64K	0.03%	176
2024 Q2	$221K	Hold	5,998	–	–	0.03%	159
2024 Q1	$221K	Buy	5,998 +78	+1%	+$2.82K	0.04%	137
2023 Q4	$214K	Buy	+5,920	New	+$205K	0.04%	113

Other funds holding AOK

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America

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

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return