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

CXI 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
2019 Q4	$25K	Buy	+626	New	+$24.8K	0.06%	43

Other funds holding AOM

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

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

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

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CXI Advisors's AOM Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q4 2019: 626 shares worth $25K. The stake represents 0.06% of the portfolio and ranks #43 among its holdings.

191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

CXI Advisors held 626 shares of iShares Core Moderate Allocation ETF worth $25K as of Q4 2019.
iShares Core Moderate Allocation ETF was a new CXI Advisors position in Q4 2019.
iShares Core Moderate Allocation ETF made up 0.06% of CXI Advisors's portfolio in Q4 2019, its #43 holding.
191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.