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CMC Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CMC Financial Group’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
2020
Q1 		– Sell
-4,998
Closed -$201K – 30
2019
Q4 		$201K Buy
+4,998
New +$198K 0.17% 41

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

CMC Financial Group's AOM Position: Q1 2020 in Review

CMC Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 4,998 shares — an estimated $201K sold.

CMC Financial Group first reported a position in AOM in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

  • CMC Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • CMC Financial Group sold 4,998 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $201K.
  • CMC Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 1 quarter.
  • CMC Financial Group's iShares Core Moderate Allocation ETF position peaked at $201K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on CMC Financial Group's 13F filing for Q1 2020, filed 6 May 2020.