Arden Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Arden Trust’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 Q3	–	Sell	-8,700	Closed	-$351K	–	238
2023 Q2	$351K	Hold	8,700	–	–	0.06%	182
2023 Q1	$347K	Sell	8,700 -1,265,188	-99%	-$49.7M	0.06%	227
2022 Q4	$48.4M	Buy	1,273,888 +1,258,088	+7,963%	+$47.7M	9.84%	1
2022 Q3	$579K	Sell	15,800 -62,723	-80%	-$2.46M	0.15%	139
2022 Q2	$3.06M	Buy	+78,523	New	+$3.17M	0.7%	35

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WFS

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

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

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

Arden Trust's AOM Position: Q3 2023 in Review

Arden Trust sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2023, closing a stake of 8,700 shares — an estimated $351K sold.

Arden Trust first reported a position in AOM in Q2 2022 and held it in 5 quarters. The position peaked at $48.4M in Q4 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

Arden Trust reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2023 after selling out during the quarter.
Arden Trust sold 8,700 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $351K.
Arden Trust first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and held it in 5 quarters.
Arden Trust's iShares Core Moderate Allocation ETF position peaked at $48.4M in Q4 2022.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

Based on Arden Trust's 13F filing for Q3 2023, filed 10 Oct 2023.