CFA
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Cahill Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-617
Closed -$28K – 250
2021
Q3 		$28K Buy
+617
New +$28K 0.01% 407
2017
Q2 		– Sell
-17,501
Closed -$637K – 138
2017
Q1 		$637K Sell
17,501
-2,808
-14% -$101K 0.37% 69
2016
Q4 		$716K Sell
20,309
-845
-4% -$29.9K 0.44% 57
2016
Q3 		$764K Sell
21,154
-422
-2% -$15.1K 0.5% 48
2016
Q2 		$762K Buy
+21,576
New +$754K 0.53% 47
2014
Q1 		– Sell
-9,205
Closed -$316K – 108
2013
Q4 		$316K Buy
+9,205
New +$312K 0.27% 82

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return