Bank of New York Mellon’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bank of New York Mellon’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 Q3	–	Sell	-5,434	Closed	-$212K	–	4552
2022 Q2	$212K	Buy	+5,434	New	+$220K	﹤0.01%	4029
2019 Q3	–	Sell	-28,000	Closed	-$1.09M	–	4211
2019 Q2	$1.09M	Hold	28,000	–	–	﹤0.01%	3152
2019 Q1	$1.07M	Hold	28,000	–	–	﹤0.01%	3128
2018 Q4	$999K	Buy	+28,000	New	+$1.02M	﹤0.01%	3103

Other funds holding AOM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RJA

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Bank of New York Mellon's AOM Position: Q3 2022 in Review

Bank of New York Mellon sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 5,434 shares — an estimated $212K sold.

Bank of New York Mellon first reported a position in AOM in Q4 2018 and held it in 4 quarters. The position peaked at $1.09M in Q2 2019. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Bank of New York Mellon reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
Bank of New York Mellon sold 5,434 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $212K.
Bank of New York Mellon first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 4 quarters.
Bank of New York Mellon's iShares Core Moderate Allocation ETF position peaked at $1.09M in Q2 2019.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Bank of New York Mellon's 13F filing for Q3 2022, filed 14 Nov 2022.