Bluesphere Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bluesphere Advisors’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 Q1	–	Sell	-6,211	Closed	-$282K	–	94
2021 Q4	$282K	Sell	6,211 -202	-3%	-$9.16K	0.23%	70
2021 Q3	$287K	Sell	6,413 -146	-2%	-$6.62K	0.28%	61
2021 Q2	$295K	Sell	6,559 -20	-0.3%	-$891	0.26%	64
2021 Q1	$287K	Sell	6,579 -196	-3%	-$8.53K	0.26%	68
2020 Q4	$292K	Buy	+6,775	New	+$285K	0.31%	60

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

AWM

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bluesphere Advisors's AOM Position: Q1 2022 in Review

Bluesphere Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 6,211 shares — an estimated $282K sold.

Bluesphere Advisors first reported a position in AOM in Q4 2020 and held it in 5 quarters. The position peaked at $295K in Q2 2021. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Bluesphere Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Bluesphere Advisors sold 6,211 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $282K.
Bluesphere Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 5 quarters.
Bluesphere Advisors's iShares Core Moderate Allocation ETF position peaked at $295K in Q2 2021.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Bluesphere Advisors's 13F filing for Q1 2022, filed 10 May 2022.