Affiance Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Affiance Financial’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	-1,971	Closed	-$74.9K	–	114
2022 Q4	$74.9K	Hold	1,971	–	–	0.03%	144
2022 Q3	$72K	Buy	+1,971	New	+$77.2K	0.04%	91
2022 Q1	–	Sell	-1,175	Closed	-$53K	–	136
2021 Q4	$53K	Hold	1,175	–	–	0.02%	124
2021 Q3	$53K	Buy	1,175 +133	+13%	+$6.03K	0.02%	129
2021 Q2	$47K	Buy	1,042 +337	+48%	+$15K	0.02%	133
2021 Q1	$31K	Hold	705	–	–	0.01%	134
2020 Q4	$30K	Hold	705	–	–	0.02%	120
2020 Q3	$29K	Buy	+705	New	+$28.9K	0.02%	119

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFS

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

Affiance Financial's AOM Position: Q1 2023 in Review

Affiance Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 1,971 shares — an estimated $74.9K sold.

Affiance Financial first reported a position in AOM in Q3 2020 and held it in 8 quarters. The position peaked at $74.9K in Q4 2022. 227 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

Affiance Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,971 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $74.9K.
Affiance Financial first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 8 quarters.
Affiance Financial's iShares Core Moderate Allocation ETF position peaked at $74.9K in Q4 2022.
227 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.