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COWA LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

COWA LLC’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 		– Sell
-590
Closed -$22K – 134
2022
Q3 		$22K Buy
+590
New +$23.1K 0.01% 238
2021
Q2 		– Sell
-1,620
Closed -$71K – 139
2021
Q1 		$71K Hold
1,620
– – 0.04% 174
2020
Q4 		$71K Buy
+1,620
New +$68.2K 0.05% 171

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

COWA LLC's AOM Position: Q4 2022 in Review

COWA LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 590 shares — an estimated $22K sold.

COWA LLC first reported a position in AOM in Q4 2020 and held it in 3 quarters. The position peaked at $71K in Q1 2021. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • COWA LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 590 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $22K.
  • COWA LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 3 quarters.
  • COWA LLC's iShares Core Moderate Allocation ETF position peaked at $71K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.