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ACG Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

ACG Wealth’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,057
Closed -$229K – 297
2018
Q1 		$229K Buy
+6,057
New +$231K 0.03% 264

Other funds holding AOM

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

ACG Wealth's AOM Position: Q2 2018 in Review

ACG Wealth sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2018, closing a stake of 6,057 shares — an estimated $229K sold.

ACG Wealth first reported a position in AOM in Q1 2018 and held it in 1 quarter. The position peaked at $229K in Q1 2018. 127 funds tracked by Wall St. Rank hold AOM as of Q2 2018.

  • ACG Wealth reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2018 after selling out during the quarter.
  • ACG Wealth sold 6,057 iShares Core Moderate Allocation ETF shares in Q2 2018, an estimated $229K.
  • ACG Wealth first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and held it in 1 quarter.
  • ACG Wealth's iShares Core Moderate Allocation ETF position peaked at $229K in Q1 2018.
  • 127 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2018.

Based on ACG Wealth's 13F filing for Q2 2018, filed 26 Jul 2018.