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

AllSquare Wealth Management’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
2022 Q4	–	Sell	-122	Closed	-$4K	–	535
2022 Q3	$4K	Hold	122	–	–	﹤0.01%	421
2022 Q2	$5K	Hold	122	–	–	﹤0.01%	414
2022 Q1	$5K	Hold	122	–	–	﹤0.01%	421
2021 Q4	$6K	Hold	122	–	–	﹤0.01%	411
2021 Q3	$5K	Hold	122	–	–	﹤0.01%	407
2021 Q2	$5K	Hold	122	–	–	﹤0.01%	424
2021 Q1	$5K	Hold	122	–	–	﹤0.01%	416
2020 Q4	$5K	Hold	122	–	–	﹤0.01%	383
2020 Q3	$5K	Hold	122	–	–	﹤0.01%	381
2020 Q2	$5K	Hold	122	–	–	﹤0.01%	383
2020 Q1	$4K	Hold	122	–	–	﹤0.01%	370
2019 Q4	$5K	Hold	122	–	–	﹤0.01%	372
2019 Q3	$5K	Hold	122	–	–	﹤0.01%	372
2019 Q2	$5K	Hold	122	–	–	﹤0.01%	387
2019 Q1	$5K	Hold	122	–	–	﹤0.01%	386
2018 Q4	$4K	Hold	122	–	–	﹤0.01%	388
2018 Q3	$5K	Hold	122	–	–	﹤0.01%	401
2018 Q2	$5K	Hold	122	–	–	﹤0.01%	396
2018 Q1	$5K	Hold	122	–	–	﹤0.01%	322
2017 Q4	$5K	Hold	122	–	–	﹤0.01%	323
2017 Q3	$5K	Buy	+122	New	+$4.58K	﹤0.01%	304
2017 Q2	–	Sell	-122	Closed	-$4K	–	178
2017 Q1	$4K	Hold	122	–	–	﹤0.01%	307
2016 Q4	$4K	Hold	122	–	–	﹤0.01%	281
2016 Q3	$4K	Hold	122	–	–	﹤0.01%	268
2016 Q2	$4K	Sell	122 -104	-46%	-$3.63K	﹤0.01%	254
2016 Q1	$8K	Hold	226	–	–	0.01%	214
2015 Q4	$8K	Hold	226	–	–	0.01%	217
2015 Q3	$8K	Hold	226	–	–	0.01%	223
2015 Q2	$8K	Sell	226 -86	-28%	-$3.08K	0.01%	239
2015 Q1	$11K	Hold	312	–	–	0.01%	221
2014 Q4	$11K	Buy	+312	New	+$10.9K	0.01%	220

Other funds holding AOM

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

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

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

AllSquare Wealth Management's AOM Position: Q4 2022 in Review

AllSquare Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 122 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in AOM in Q4 2014 and held it in 31 quarters. The position peaked at $11K in Q1 2015. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

AllSquare Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
AllSquare Wealth Management sold 122 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $4K.
AllSquare Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and held it in 31 quarters.
AllSquare Wealth Management's iShares Core Moderate Allocation ETF position peaked at $11K in Q1 2015.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.