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

WestEnd 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
-3
Closed -$134 – 389
2025
Q3 		$134 Sell
3
-473
-99% -$18.6K ﹤0.01% 387
2025
Q2 		$18.6K Buy
+476
New +$18K ﹤0.01% 68
2025
Q1 		– Sell
-524
Closed -$19.6K – 362
2024
Q4 		$19.6K Buy
+524
New +$19.9K ﹤0.01% 67
2024
Q1 		– Sell
-5,486
Closed -$198K – 356
2023
Q4 		$198K Buy
5,486
+5,154
+1,552% +$178K 0.01% 46
2023
Q3 		$11.3K Buy
+332
New +$11.6K ﹤0.01% 63
2022
Q4 		– Sell
-162
Closed -$5K – 312
2022
Q3 		$5K Sell
162
-11,394
-99% -$395K ﹤0.01% 71
2022
Q2 		$399K Buy
+11,556
New +$412K 0.01% 43

Other funds holding AOK

LPL Financial
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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return