Clearview Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-455	Closed	-$18.4K	–	145
2023 Q2	$18.4K	Hold	455	–	–	0.02%	286
2023 Q1	$18.1K	Hold	455	–	–	0.02%	288
2022 Q4	$17.3K	Sell	455 -345	-43%	-$13.1K	0.01%	268
2022 Q3	$29K	Sell	800 -100	-11%	-$3.92K	0.02%	212
2022 Q2	$35K	Sell	900 -2,570	-74%	-$104K	0.03%	216
2022 Q1	$149K	Sell	3,470 -1,182	-25%	-$51.5K	0.1%	99
2021 Q4	$212K	Sell	4,652 -150	-3%	-$6.8K	0.13%	108
2021 Q3	$215K	Sell	4,802 -55	-1%	-$2.49K	0.14%	108
2021 Q2	$219K	Buy	4,857 +1,372	+39%	+$61.1K	0.14%	108
2021 Q1	$152K	Buy	3,485 +1,085	+45%	+$47.2K	0.1%	127
2020 Q4	$104K	Buy	+2,400	New	+$101K	0.07%	140

Other funds holding AOM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

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

Clearview Wealth Advisors's AOM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2023, closing a stake of 455 shares — an estimated $18.4K sold.

Clearview Wealth Advisors first reported a position in AOM in Q4 2020 and held it in 11 quarters. The position peaked at $219K in Q2 2021. 228 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 455 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $18.4K.
Clearview Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $219K in Q2 2021.
228 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.