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

SOA 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
2024
Q4 		– Sell
-270
Closed -$10.4K – 873
2024
Q3 		$10.4K Hold
270
– – ﹤0.01% 537
2024
Q2 		$9.97K Hold
270
– – ﹤0.01% 540
2024
Q1 		$9.94K Hold
270
– – ﹤0.01% 540
2023
Q4 		$9.76K Hold
270
– – ﹤0.01% 528
2023
Q3 		$9.17K Hold
270
– – ﹤0.01% 534
2023
Q2 		$9.52K Hold
270
– – ﹤0.01% 537
2023
Q1 		$9.44K Hold
270
– – ﹤0.01% 531
2022
Q4 		$9.07K Hold
270
– – ﹤0.01% 534
2022
Q3 		$8K Hold
270
– – ﹤0.01% 529
2022
Q2 		$9K Hold
270
– – ﹤0.01% 503
2022
Q1 		$10K Hold
270
– – ﹤0.01% 581
2021
Q4 		$10K Hold
270
– – ﹤0.01% 562
2021
Q3 		$10K Hold
270
– – ﹤0.01% 579
2021
Q2 		$10K Hold
270
– – ﹤0.01% 569
2021
Q1 		$10K Hold
270
– – ﹤0.01% 507
2020
Q4 		$10K Buy
+270
New +$10.2K ﹤0.01% 508

Other funds holding AOK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOA Wealth Advisors's AOK Position: Q4 2024 in Review

SOA Wealth Advisors sold out of iShares Core Conservative Allocation ETF (AOK) in Q4 2024, closing a stake of 270 shares — an estimated $10.4K sold.

SOA Wealth Advisors first reported a position in AOK in Q4 2020 and held it in 16 quarters. The position peaked at $10.4K in Q3 2024. 165 funds tracked by Wall St. Rank hold AOK as of Q4 2024.

  • SOA Wealth Advisors reported no remaining iShares Core Conservative Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 270 iShares Core Conservative Allocation ETF shares in Q4 2024, an estimated $10.4K.
  • SOA Wealth Advisors first reported a position in iShares Core Conservative Allocation ETF in Q4 2020 and held it in 16 quarters.
  • SOA Wealth Advisors's iShares Core Conservative Allocation ETF position peaked at $10.4K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.