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Caldwell Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Caldwell Trust’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
2024
Q4 		– Sell
-154
Closed -$6.95K – 712
2024
Q3 		$6.95K Hold
154
– – ﹤0.01% 629
2024
Q2 		$6.62K Buy
+154
New +$6.52K ﹤0.01% 632

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Caldwell Trust's AOM Position: Q4 2024 in Review

Caldwell Trust sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 154 shares — an estimated $6.95K sold.

Caldwell Trust first reported a position in AOM in Q2 2024 and held it in 2 quarters. The position peaked at $6.95K in Q3 2024. 260 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Caldwell Trust reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 154 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $6.95K.
  • Caldwell Trust first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and held it in 2 quarters.
  • Caldwell Trust's iShares Core Moderate Allocation ETF position peaked at $6.95K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.