Clear Perspectives Financial Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Clear Perspectives Financial Planning’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 Q3	–	Sell	-144	Closed	-$6K	–	209
2022 Q2	$6K	Sell	144 -1,920	-93%	-$77.6K	﹤0.01%	173
2022 Q1	$89K	Sell	2,064 -1,187	-37%	-$51.7K	0.03%	71
2021 Q4	$148K	Sell	3,251 -487	-13%	-$22.1K	0.06%	66
2021 Q3	$167K	Sell	3,738 -26	-0.7%	-$1.18K	0.08%	62
2021 Q2	$170K	Sell	3,764 -250	-6%	-$11.1K	0.08%	63
2021 Q1	$175K	Buy	4,014 +237	+6%	+$10.3K	0.1%	56
2020 Q4	$163K	Buy	+3,777	New	+$159K	0.1%	55

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Clear Perspectives Financial Planning's AOM Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 144 shares — an estimated $6K sold.

Clear Perspectives Financial Planning first reported a position in AOM in Q4 2020 and held it in 7 quarters. The position peaked at $175K in Q1 2021. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 144 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $6K.
Clear Perspectives Financial Planning first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's iShares Core Moderate Allocation ETF position peaked at $175K in Q1 2021.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.