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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Cahill Financial Advisors's AOM Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 617 shares — an estimated $28K sold.

Cahill Financial Advisors first reported a position in AOM in Q4 2013 and held it in 6 quarters. The position peaked at $764K in Q3 2016. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

Cahill Financial Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 617 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $28K.
Cahill Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2013 and held it in 6 quarters.
Cahill Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $764K in Q3 2016.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.