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

Cahaba 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 Q2	–	Sell	-10,655	Closed	-$431K	–	133
2022 Q1	$431K	Buy	10,655 +27	+0.3%	+$1.18K	0.06%	88
2021 Q4	$483K	Buy	10,628 +79	+0.7%	+$3.58K	0.06%	86
2021 Q3	$471K	Buy	10,549 +6,078	+136%	+$276K	0.07%	79
2021 Q2	$202K	Sell	4,471 -379	-8%	-$16.9K	0.03%	77
2021 Q1	$211K	Buy	+4,850	New	+$211K	0.03%	86
2020 Q4	–	Sell	-6,008	Closed	-$246K	–	92
2020 Q3	$246K	Sell	6,008 -3,407	-36%	-$140K	0.05%	69
2020 Q2	$385K	Buy	9,415 +103	+1%	+$3.97K	0.08%	57
2020 Q1	$342K	Sell	9,312 -1,196	-11%	-$46.8K	0.09%	54
2019 Q4	$421K	Buy	10,508 +89	+0.9%	+$3.52K	0.09%	57
2019 Q3	$409K	Buy	10,419 +59	+0.6%	+$2.3K	0.1%	57
2019 Q2	$404K	Buy	10,360 +471	+5%	+$18K	0.1%	56
2019 Q1	$376K	Sell	9,889 -48,619	-83%	-$1.8M	0.1%	55
2018 Q4	$2.09M	Buy	+58,508	New	+$2.13M	0.64%	21

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 $1.89T AUM 35.08% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cahaba Wealth Management's AOM Position: Q2 2022 in Review

Cahaba Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 10,655 shares — an estimated $431K sold.

Cahaba Wealth Management first reported a position in AOM in Q4 2018 and held it in 13 quarters. The position peaked at $2.09M in Q4 2018. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Cahaba Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
Cahaba Wealth Management sold 10,655 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $431K.
Cahaba Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 13 quarters.
Cahaba Wealth Management's iShares Core Moderate Allocation ETF position peaked at $2.09M in Q4 2018.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Cahaba Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.