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CFO4Life’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CFO4Life’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
Q4 		$315K Buy
+8,289
New +$314K 0.07% 128

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFO4Life's AOM Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q4 2022: 8,289 shares worth $315K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings.

249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • CFO4Life held 8,289 shares of iShares Core Moderate Allocation ETF worth $315K as of Q4 2022.
  • iShares Core Moderate Allocation ETF was a new CFO4Life position in Q4 2022.
  • iShares Core Moderate Allocation ETF made up 0.07% of CFO4Life's portfolio in Q4 2022, its #128 holding.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.