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MOTCO’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MOTCO’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
2020
Q4 		– Sell
-3,506
Closed -$170K – 803
2020
Q3 		$170K Buy
+3,506
New +$169K 0.01% 234

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
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

MOTCO's AOR Position: Q4 2020 in Review

MOTCO sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2020, closing a stake of 3,506 shares — an estimated $170K sold.

MOTCO first reported a position in AOR in Q3 2020 and held it in 1 quarter. The position peaked at $170K in Q3 2020. 232 funds tracked by Wall St. Rank hold AOR as of Q4 2020.

  • MOTCO reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • MOTCO sold 3,506 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2020, an estimated $170K.
  • MOTCO first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and held it in 1 quarter.
  • MOTCO's iShares Core 60/40 Balanced Allocation ETF position peaked at $170K in Q3 2020.
  • 232 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2020.

Based on MOTCO's 13F filing for Q4 2020, filed 5 Feb 2021.