AlTi Global’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
17,704
-12,479
| -41% | -$575K | 0.02% | 255 |
|
|
2025
Q1 | $1.32M | Sell |
30,183
-40,950
| -58% | -$1.8M | 0.03% | 179 |
|
|
2024
Q4 | $3.09M | Sell |
71,133
-9,477
| -12% | -$412K | 0.07% | 119 |
|
|
2024
Q3 | $3.64M | Sell |
80,610
-34,527
| -30% | -$1.56M | 0.09% | 112 |
|
|
2024
Q2 | $4.95M | Sell |
115,137
-14,783
| -11% | -$636K | 0.13% | 82 |
|
|
2024
Q1 | $5.56M | Sell |
129,920
-23,653
| -15% | -$1.01M | 0.15% | 84 |
|
|
2023
Q4 | $6.37M | Buy |
+153,573
| New | +$6.37M | 0.2% | 69 |
|