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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Moss Adams Wealth Advisors's AOK Position: Q4 2025 in Review

Moss Adams Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2025, closing a stake of 6,230 shares — an estimated $250K sold.

Moss Adams Wealth Advisors first reported a position in AOK in Q4 2023 and held it in 8 quarters. The position peaked at $250K in Q3 2025. 167 funds tracked by Wall St. Rank hold AOK as of Q4 2025.

Moss Adams Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 6,230 iShares Core Conservative Allocation ETF shares in Q4 2025, an estimated $250K.
Moss Adams Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and held it in 8 quarters.
Moss Adams Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $250K in Q3 2025.
167 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.