Princeton Global Asset Management’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Princeton Global Asset Management’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
2021 Q3	–	Sell	-245	Closed	-$10K	–	515
2021 Q2	$10K	Hold	245	–	–	﹤0.01%	408
2021 Q1	$9K	Hold	245	–	–	﹤0.01%	388
2020 Q4	$9K	Buy	+245	New	+$9.3K	﹤0.01%	390

Other funds holding AOK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFP

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Princeton Global Asset Management's AOK Position: Q3 2021 in Review

Princeton Global Asset Management sold out of iShares Core Conservative Allocation ETF (AOK) in Q3 2021, closing a stake of 245 shares — an estimated $10K sold.

Princeton Global Asset Management first reported a position in AOK in Q4 2020 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 154 funds tracked by Wall St. Rank hold AOK as of Q3 2021.

Princeton Global Asset Management reported no remaining iShares Core Conservative Allocation ETF position as of Q3 2021 after selling out during the quarter.
Princeton Global Asset Management sold 245 iShares Core Conservative Allocation ETF shares in Q3 2021, an estimated $10K.
Princeton Global Asset Management first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 3 quarters.
Princeton Global Asset Management's iShares Core Conservative Allocation ETF position peaked at $10K in Q2 2021.
154 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2021.

Based on Princeton Global Asset Management's 13F filing for Q3 2021, filed 3 Nov 2021.