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

Acorn Wealth Advisors’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
2023 Q1	–	Sell	-6,926	Closed	-$263K	–	168
2022 Q4	$263K	Sell	6,926 -722	-9%	-$27.4K	0.2%	121
2022 Q3	$280K	Sell	7,648 -1,124	-13%	-$44K	0.23%	107
2022 Q2	$342K	Buy	8,772 +7	+0.1%	+$283	0.27%	99
2022 Q1	$377K	Sell	8,765 -16	-0.2%	-$697	0.26%	100
2021 Q4	$399K	Sell	8,781 -293	-3%	-$13.3K	0.25%	96
2021 Q3	$406K	Buy	9,074 +241	+3%	+$10.9K	0.28%	88
2021 Q2	$398K	Sell	8,833 -94	-1%	-$4.19K	0.27%	86
2021 Q1	$389K	Buy	8,927 +2,936	+49%	+$128K	0.28%	87
2020 Q4	$259K	Buy	+5,991	New	+$252K	0.2%	119
2018 Q3	–	Sell	-2,044	Closed	-$77K	–	137
2018 Q2	$77K	Hold	2,044	–	–	0.07%	201
2018 Q1	$77K	Sell	2,044 -152	-7%	-$5.79K	0.07%	200
2017 Q4	$84K	Buy	+2,196	New	+$84K	0.08%	186

Other funds holding AOM

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Acorn Wealth Advisors's AOM Position: Q1 2023 in Review

Acorn Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 6,926 shares — an estimated $263K sold.

Acorn Wealth Advisors first reported a position in AOM in Q4 2017 and held it in 12 quarters. The position peaked at $406K in Q3 2021. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Acorn Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 6,926 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $263K.
Acorn Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 12 quarters.
Acorn Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $406K in Q3 2021.
226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Acorn Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.